DFA International Real Estate Securities
Shareclass
DFA International Real Estate Sec I (DFITX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 456 out of 867 funds
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Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DFA International Real Estate Securities DFITX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GPT Group1.18% of assets$35.61M invested
- 2. Mirvac Group1.16% of assets$35.21M invested
- 3. Stockland Corp Ltd1.76% of assets$53.26M invested
- 4. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.2.83% of assets$85.58M invested
- 5. Land Securities Group PLC1.07% of assets$32.24M invested
- 6. CapitaLand Integrated Commercial Trust2.19% of assets$66.32M invested
- 7. Dexus1.05% of assets$31.69M invested
- 8. Covivio SA0.71% of assets$21.4M invested
- 9. Charter Hall Group1.13% of assets$34.28M invested
- 10. Mapletree Industrial Trust0.78% of assets$23.68M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. NTT UD Reit Investment Corp0.33% of assets$9.9M invested
- 2. Japan Metropolitan Fund Investment Corp1.16% of assets$35.19M invested
- 3. Mitsubishi Estate Logistics REIT Investment Corp0.26% of assets$7.73M invested
- 4. Daiwa Office Investment Corp0.26% of assets$7.85M invested
- 5. GLP J-REIT0.9% of assets$27.25M invested
- 6. HomeCo Daily Needs REIT Units0.32% of assets$9.55M invested
- 7. Industrial & Infrastructure Fund Investment Corp0.38% of assets$11.44M invested
- 8. Activia Properties Inc0.33% of assets$9.95M invested
- 9. Daiwa Securities Living Investment Corp0.27% of assets$8.25M invested
- 10. KDX Realty Investment Corp0.96% of assets$29.13M invested
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Financial performance
Performance data provided by
Find more financial data on DFITX at Morningstar.com
Find more financial data on DFITX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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