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Davis Real Estate Y DREYX

Quantitative rating as of | See Davis Investment Hub
  • NAV / 1-Day Return 44.42  /  2.42 %
  • Total Assets 197.5 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.12%
  • Turnover 25%

Morningstar’s Analysis DREYX

Will DREYX outperform in future?

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

Summary

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Strength in Davis Real Estate Y's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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