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Morningstar

DWS RREEF Real Estate Securities R RRRSX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 18.97  /  −0.16 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.47%
  • Turnover 84%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis RRRSX

Will RRRSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RRRSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RRRSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RRRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong option among U.S. real estate funds.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

DWS RREEF Real Estate Securities’ skilled management team and multidimensional approach make this strategy a strong option for investors seeking U.S. real estate exposure. It maintains pillar ratings of Above Average for both People and Process.

by Adam Millson
Rated on Published on

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Portfolio Holdings RRRSX

More RRRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

10.37 113.6 Mil
Real Estate

American Tower Corp

10.03 109.9 Mil
Real Estate

Equinix Inc

8.03 88.0 Mil
Real Estate

Simon Property Group Inc

5.40 59.2 Mil
Real Estate

Welltower Inc

5.37 58.8 Mil
Real Estate

AvalonBay Communities Inc

5.14 56.4 Mil
Real Estate

Iron Mountain Inc

4.63 50.7 Mil
Real Estate

Public Storage

4.33 47.5 Mil
Real Estate

Digital Realty Trust Inc

4.07 44.6 Mil
Real Estate

EastGroup Properties Inc

2.71 29.7 Mil
Real Estate