DFA Global Real Estate Securities Port

Frequently Asked Questions About DFGEX

What does DFGEX invest in?

This Portfolio's primary goal is to establish a diversified investment in the worldwide real estate sector, encompassing both U.S. and international companies. It places particular emphasis on Real Estate Investment Trusts (REITs) and other property-focused entities deemed similar by its Advisor. To achieve this objective, the Portfolio can allocate its assets to specialized underlying funds, specifically the DFA Real Estate Securities Portfolio and the DFA International Real Estate Securities Portfolio, or it may opt to invest directly in the shares of real estate companies.

What is the expense ratio of DFGEX?

DFA Global Real Estate Securities Port (DFGEX) charges an expense ratio of 0.29%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DFGEX?

DFA Global Real Estate Securities Port (DFGEX) manages $7.70B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DFGEX actively managed or an index fund?

DFGEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DFGEX launched?

DFA Global Real Estate Securities Port (DFGEX) launched in June 2008 and is managed by Dimensional.

How has DFGEX performed?

DFGEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.