Best Fit Real Estate Funds ETFs
U.S. News evaluated 26 Real Estate Funds ETFs and 13 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.
| Best Fit Scorecard | |
|---|---|
| Costs | Good |
| Tracking Error | Good |
| Bid/Ask Ratio | Excellent |
| Holdings Diversity | Good |
Fund Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the S&P United States REIT Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a subset of the S&P Developed REIT Index, which measures the performance of more than 200 REITs or REIT-like structures in 15 developed markets. The fund is non-diversified.
Fund Snapshot Updated 05.21.2013
| Previous Close | $21.14 | Expense Ratio | 0.50% |
| YTD Return | 19.6% | Avg. 30-Day Volume | 96,319 |
| 1-Year Return | 28.7% | Market Cap | Loading... |
| Bid | $21.15 | Shares Outstanding | 26,150,000 |
| Ask | $21.16 | Dividends | $0.44 |
| Top 10 Holdings | |
|---|---|
| Simon Ppty Group Inc New (SPG) | 10.01% |
| Hcp Inc (HCP) | 4.44% |
| Ventas Inc (VTR) | 4.29% |
| Public Storage (PSA) | 4.28% |
| Health Care Reit Inc (HCN) | 3.93% |
| Prologis Inc (PLD) | 3.91% |
| Equity Residential (EQR) | 3.45% |
| Boston Properties Inc (BXP) | 3.08% |
| Avalonbay Cmntys Inc (AVB) | 2.85% |
| Vornado Rlty Tr (VNO) | 2.63% |
| % of Total Holdings | 42.90% |
