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Morningstar

DWS RREEF Real Estate Securities A RRRAX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 18.44  /  0.72 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.55%
  • Turnover 114%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis RRRAX

Will RRRAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RRRAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RRRAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RRRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A robust approach to U.S. real estate investing.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

DWS RREEF Real Estate Securities’ seasoned management team executes a comprehensive, multidimensional approach to real estate investing. The fund’s Institutional share class earns a Morningstar Analyst Ratings of Silver, up from Bronze, aligning with the R6 shares. The more expensive A and S shares net Bronze, while the priciest C and R shares get Neutral.

by Adam Millson
Rated on Published on

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Portfolio Holdings RRRAX

More RRRAX Holdings
  • Current Portfolio Date
  • Equity Holdings 29
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 58.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

8.62
100,999,471
Real Estate

American Tower Corp

8.46
99,118,777
Real Estate

Equinix Inc

8.16
95,615,106
Real Estate

Welltower Inc

6.41
75,140,880
Real Estate

AvalonBay Communities Inc

5.68
66,618,352
Real Estate

Simon Property Group Inc

4.98
58,335,976
Real Estate

SBA Communications Corp Class A

4.38
51,382,310
Real Estate

Iron Mountain Inc

4.33
50,715,909
Real Estate

Extra Space Storage Inc

4.24
49,728,372
Real Estate

Digital Realty Trust Inc

3.62
42,375,162
Real Estate