| | | Morningstar Overall Rating: | N/A | | Total Assets: | 462.32M | | Category: | Global Real Estate | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.12% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 132 | | % Rank in Category (ytd): | 87.42% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund achieves exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, including companies in developed and emerging markets, with a focus on real estate investment trusts ("REITs") or companies that the advisor considers REIT-like entities by primarily purchasing shares of two other mutual funds managed by the advisor, the DFA Real Estate Securities Portfolio and the DFA International Real Estate Securities Portfolio (the "Underlying Funds"). | | | Fund Profile |
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