Best Fit Real Estate Funds ETFs
U.S. News evaluated 35 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 | Excellent |
| Bid/Ask Ratio | Typical |
| Holdings Diversity | Good |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Real Estate Index. The fund invests at least 90% of its assets in securities and in depositary receipts representing securities of the index. The index measures the performance of the real estate sector of the U.S. equity market. It includes companies in the following industries: real estate holding and development and real estate investment trusts. The fund is non-diversified.
Fund Snapshot Updated 05.14.2012
| Previous Close | $63.19 | Expense Ratio | 0.48% |
| YTD Return | 12.3% | Avg. 30-Day Volume | 6,075,046 |
| 1-Year Return | 7.4% | Market Cap | Loading... |
| Bid | $63.20 | Shares Outstanding | 61,000,000 |
| Ask | $63.21 | Dividends | $2.21 |
| Top 10 Holdings | |
|---|---|
| Simon Ppty Group Inc New (SPG) | 9.44% |
| American Tower Corp New (AMT) | 5.51% |
| Public Storage (PSA) | 4.03% |
| Equity Residential (EQR) | 3.86% |
| Ventas Inc (VTR) | 3.52% |
| Hcp Inc (HCP) | 3.50% |
| Vornado Rlty Tr (VNO) | 3.34% |
| Annaly Cap Mgmt Inc (NLY) | 3.34% |
| Boston Properties Inc (BXP) | 3.27% |
| Prologis Inc (PLD) | 3.23% |
| % of Total Holdings | 43.00% |
