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DFA Real Estate Securities I DFREX

Analyst rating as of
NAV / 1-Day Return
37.21  /  1.11 %
Total Assets
7.8 Bil
Adj. Expense Ratio
0.180%
Expense Ratio
0.180%
Fee Level
Low
Longest Manager Tenure
10.60 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
2.08%
Turnover
5%

Morningstar’s Fund Analysis DFREX

Will DFREX outperform in future?

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

One of the best U.S. real estate funds available.

Summary

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DFA Real Estate Securities is one of the best U.S. real estate funds available. Its well-diversified, market-cap-weighted portfolio provides an accurate snapshot of the U.S. real state securities market, which amplifies the impact of its cost advantage. It should measure up well against its peers, meriting a Morningstar Analyst Rating of Gold.

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