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DFREX DFA Real Estate Securities I

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Fund DFREX DFA Real Estate Securities I
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Similarity
?
100%
Annual Fees
?
$19.01
(0.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$48,539.92
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 6.89%
3 YR 10.69%
5 YR 11.35%
10 YR 4.79%
Description
The investment seeks long-term capital appreciation. The fund, using a free float-adjusted market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. It will principally invest in equity securities of companies in certain real estate investment trusts and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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