DFGEX Mutual Fund
DFGEX Mutual Fund
DFA Global Real Estate Securities Portfolio
DFGEX Mutual Fund Overview
DFGEX Mutual Fund (DFA Global Real Estate Securities Portfolio) is managed by Dimensional with $7.80B in net assets. DFGEX expense ratio is 0.22%, holding 136 positions across sectors including Real Estate, Unknown, Industrials. Inception date: 2008-06-04.
DFGEX performance shows a YTD return of 10.20%. The 1-year return is 12.13% and the 5-year return is 2.47%. DFGEX dividend yield stands at 3.69%, paid annually.
DFGEX top holdings include DFA International Real Estate Securities (26.1%), Welltower Inc Health Care (7.2%), Prologis Inc (6.6%), Equinix, Inc. (5.3%), American Tower Corp (4.3%). View all DFGEX holdings, sector breakdown, or dividend history.
DFGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.