DFA Global Real Estate Securities Cl F, Fund, performance (2024)

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The Morningstar Star Rating for Stocks is a key metric assigned based on an analyst's estimate of a stock's fair value. This rating is derived from four components: the assessment of the firm's economic moat, the estimate of the stock's fair value, the uncertainty around that fair value estimate, and the current market price. The culmination of these factors results in a single-point star rating that is updated daily. A higher star rating, such as 5 stars, suggests the analyst believes the stock is a good value at its current price.

The Quantitative Fair Value Estimate, on the other hand, represents Morningstar's estimate of the per-share dollar amount that a company's equity is worth today. This estimate is based on a statistical model derived from the Fair Value Estimate assigned by Morningstar's equity analysts. It is a projection or opinion, not a statement of fact, and is calculated daily.

The Morningstar Medalist Rating provides a summary expression of Morningstar's forward-looking analysis of investment strategies offered via specific vehicles. These ratings use a scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. The evaluation is based on three key pillars: People, Parent, and Process, along with a fee assessment. Pillar ratings range from Low to High. This rating system helps investors make informed decisions about the performance and merits of investment products.

It's essential to note that these ratings involve uncertainties and risks, and past performance is not necessarily indicative of future results. Investors should consider all available information and conduct thorough research before making investment decisions.

In summary, Morningstar's approach encompasses comprehensive analysis, considering economic moats, fair value estimates, and forward-looking evaluations, providing investors with valuable tools to assess and navigate the complex world of investments.

DFA Global Real Estate Securities Cl F, Fund, performance (2024)
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