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
-
Investment method
Shares

Quick stats

1 Year return

5.63 %

1 Year rank in sector

2/5

Sector

FO Property - North America

Yield
-
Fund size
-
FE Risk score

129

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.33 %0.99 %5.63 %30 %57.23 %
Sector0.5 %0.89 %4.78 %20.75 %41.21 %
Rank within sector3 / 53 / 52 / 51 / 41 / 3
Quartile th3 rd3 rd2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund5.29 %8.38 %3.24 %29.9 %1.92 %
Sector4.74 %5.43 %-0.04 %22.55 %4.3 %
Rank within sector3 / 51 / 41 / 42 / 43 / 3
Quartile th3 rd1 st1 st2 nd th

Risk statistics

Alpha1.95
Beta1.2
Sharpe0.44
Volatility14.53
Tracking error3.71
Information ratio0.83
R-Squared0.96

Price movement

52 week high36.01
52 week low32.75
Current bid price0
Current offer price0
Current mid price35.76

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-