DFA Real Estate Securities offers broad, market-cap weighted exposure to the U.S. real estate market. Its low fee and ability to mitigate turnover make it one of the cheapest funds in its peer group. These features merit a Morningstar Analyst Rating of Gold.
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.