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 | Good |
| Bid/Ask Ratio | Excellent |
| Holdings Diversity | Typical |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT All Mortgage Capped Index. The fund invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The index measures the performance of the residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. It is non-diversified.
Fund Snapshot Updated 05.14.2012
| Previous Close | $14.09 | Expense Ratio | 0.48% |
| YTD Return | 14.6% | Avg. 30-Day Volume | 307,549 |
| 1-Year Return | 3.9% | Market Cap | Loading... |
| Bid | $14.08 | Shares Outstanding | 25,700,000 |
| Ask | $14.10 | Dividends | $1.61 |
| Top 10 Holdings | |
|---|---|
| Annaly Cap Mgmt Inc (NLY) | 20.63% |
| American Capital Agency Corp (AGNC) | 20.03% |
| Chimera Invt Corp (CIM) | 6.10% |
| Hatteras Finl Corp (HTS) | 5.10% |
| Starwood Ppty Tr Inc (STWD) | 4.76% |
| Mfa Financial Inc (MFA) | 4.19% |
| Invesco Mortgage Capital Inc (IVR) | 4.12% |
| Two Hbrs Invt Corp (TWO) | 4.06% |
| Cys Invts Inc (CYS) | 3.91% |
| Capstead Mtg Corp (CMO) | 3.15% |
| % of Total Holdings | 76.00% |
