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DFA Real Estate Securities I DFREX

Analyst rating as of
NAV / 1-Day Return
39.39  /  0.78 %
Total Assets
8.3 Bil
Adj. Expense Ratio
0.180%
Expense Ratio
0.180%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
2.08%
Turnover
5%

Morningstar’s Analysis DFREX

Will DFREX outperform in future?

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

An excellent low-cost option.

Summary

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DFA Real Estate Securities is one of the best U.S. real estate funds available. Its well-diversified, market-cap-weighted portfolio provides an accurate snapshot of the U.S. real estate securities market, which amplifies the impact of its cost advantage. It should measure up well to its Morningstar Category peers over the long haul, meriting a Morningstar Analyst Rating of Gold.

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