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DFA Real Estate Securities I DFREX

Analyst rating as of
NAV / 1-Day Return
37.85  /  1.88 %
Total Assets
8.7 Bil
Adj. Expense Ratio
0.180%
Expense Ratio
0.180%
Fee Level
Low
Longest Manager Tenure
8.90 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
3.22%
Turnover
5%
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Morningstar’s Analysis

Will DFREX outperform in future?

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

Low-cost, broad exposure to U.S. real estate.

Associate Analyst

Summary

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DFA Real Estate Securities offers broad, market-cap weighted exposure to the U.S. real estate market. Its low fee and ability to mitigate turnover make it one of the cheapest funds in its peer group. These features merit a Morningstar Analyst Rating of Gold.

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