Morningstar

SA Real Estate Securities Fund SAREX

Medalist Rating as of Aug 31, 2026 See SA Investment Hub

Will SAREX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the SAREX 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 SAREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

US real estate done well. DFA Real Estate Securities is an excellent choice for investors seeking diversified, low-cost US real estate exposure.

by Brian Paoli

Rated on Aug 31, 2026 Published on Sep 29, 2026

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