DFA Real Estate Securities IDFREX

Morningstar Rating

Fund Research and Analysis

by Jonathan Rahbar

DFA Real Estate Securities isn't the best option, but it's not a bad one, either.

This fund has a number of admirable characteristics. To start, at 0.33%, the fund's expense ratio is one of the cheapest in the real estate category, which gives investors Read more

Kudos

Provides broad exposure to the REIT universe. Read more

Risks

The fund holds fairly sizable stakes in its top holdings.

The fund invests solely in REITs, so it could lag when real estate operating companies and homebuilders rally.

There are cheaper options available in the real estate category. Read more

Strategy

This fund aims to behave like the broad REIT universe. Management invests in all domestic-equity REITs on a market-capitalization-weighted basis. It avoids any REITs that have fixed-income investments Read more

Management

Robert Deere had served as the day-to-day manager of this fund since January 1995, until Stephen Clark came on in April 2008. Dimensional has close ties to the academic finance community whose research informs the firm's investment approach. Several Read more

Inside Scoop

What you see is what you get here. This passively managed fund aims to provide diversified real estate exposure by investing in all domestically traded REITs. The fund has Read more

First Name

Last Name

Email Address

Zip Code

Create Password

Verify Password

(6-15 characters; case sensitive)

What is your occupation or job title?

Select...

Your registration indicates agreement to the terms of use.

Dodge & Cox: Health Care Now More Attractive
Watch more