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DFA Global Real Estate Securities Port DFGEX

Quantitative rating as of
NAV / 1-Day Return
10.34  /  0.10 %
Total Assets
8.2 Bil
Adj. Expense Ratio
0.130%
Expense Ratio
0.240%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
4.96%
Turnover
1%

Morningstar’s Analysis DFGEX

Will DFGEX outperform in future?

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

Summary

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DFA Global Real Estate Securities Port’s parent firm and notable investment philosophy underpin this strategy's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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