DFREX Fund Comparisons

DFREX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include SCHH, XLRE, FREL. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
DFREX
Name
DFA REAL ESTATE SECURITIES PORTFOLIO
Type
Mutual Fund
Originator
DFA Investment Dimensions
Asset class
real_estate
Net expense ratio
0.18%
AUM
$7B

Comparable Funds

FundQuant reviewed 107 active searchable funds, 41 ETFs, 66 mutual funds and returned 3 comparable funds for DFREX.

  1. SCHH - Schwab U.S. REIT ETF (1940 Act ETF; Schwab; real_estate; Closest Fit; fit score 98)
  2. XLRE - The Real Estate Select Sector SPDR Fund (1940 Act ETF; SPDR / State Street; real_estate; Closest Fit; fit score 96)
  3. FREL - Fidelity MSCI Real Estate Index ETF (1940 Act ETF; Fidelity; real_estate; Closest Fit; fit score 95)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/DFREX/comps