Fact sheet: Dimensional Real Estate Secs Pfl

Fund information

Fund name
Dimensional Real Estate Securities Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund manager(s)
Fund objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
None
Investment method
Shares

Quick stats

1 Year return

12.22 %

1 Year rank in sector

3/5

Sector

FO Property - North America

Yield
-
Fund size
-
FE Risk score

128

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.21 %5.48 %12.22 %23.27 %63.63 %
Sector1.78 %4.83 %10.11 %14.6 %46.91 %
Rank within sector3 / 52 / 53 / 51 / 51 / 3
Quartile th3 rd2 nd3 rd1 st th

Calendar performance

YTD-20172016201520142013
Fund6.35 %8.38 %3.24 %29.9 %1.92 %
Sector5.76 %5.43 %-0.04 %22.55 %4.3 %
Rank within sector3 / 51 / 51 / 52 / 54 / 4
Quartile th3 rd1 st1 st2 nd4 th

Risk statistics

Alpha1.67
Beta1.19
Sharpe0.2
Volatility13.41
Tracking error3.49
Information ratio0.64
R-Squared0.96

Price movement

52 week high36.34
52 week low33.18
Current bid price0
Current offer price0
Current mid price36.12

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-