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.
Will DFREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DFREX’s parent organization’s priorities and whether they’re in line with investors’ interests.