Skip to Content
Morningstar

DFA Real Estate Securities I DFREX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFREX

Will DFREX 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 DFREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFREX 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 DFREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Top flight.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

DFA Real Estate Securities is one of the best U.S. real estate funds available. Its well-diversified, market-cap-weighted portfolio accurately represents the public U.S. real estate market, turning its ultralow cost into a bona fide performance edge.

by Ryan Jackson
Rated on Published on

Unlock our full analysis with Morningstar Investor