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DFA Real Estate Securities I DFREX

Analyst rating as of
NAV / 1-Day Return
34.98  /  2.04 %
Total Assets
8.5 Bil
Adj. Expense Ratio
0.180%
Expense Ratio
0.180%
Fee Level
Low
Longest Manager Tenure
8.58 years
Category
US Fund Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
2.19%
Turnover
3%
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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.

An inexpensive option for broad exposure to the REIT market.

Director

Summary

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DFA Real Estate Securities is one of the lowest-cost options in the real estate Morningstar Category. It offers a broad market-cap-weighted portfolio that effectively diversifies risk and promotes low turnover. Our new ratings framework, which places an even greater emphasis on fees, has recognized the significance of this fund's cost advantage with an upgrade to its Morningstar Analyst Rating to Gold from Silver.

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