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 | Good |
| 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 Residential Capped Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. The index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.
Fund Snapshot Updated 05.14.2012
| Previous Close | $47.24 | Expense Ratio | 0.48% |
| YTD Return | 7.8% | Avg. 30-Day Volume | 35,989 |
| 1-Year Return | 13.0% | Market Cap | Loading... |
| Bid | $47.23 | Shares Outstanding | 3,800,000 |
| Ask | $47.27 | Dividends | $1.41 |
| Top 10 Holdings | |
|---|---|
| Equity Residential (EQR) | 10.05% |
| Public Storage (PSA) | 9.53% |
| Ventas Inc (VTR) | 9.17% |
| Hcp Inc (HCP) | 9.13% |
| Avalonbay Cmntys Inc (AVB) | 7.45% |
| Essex Ppty Tr Inc (ESS) | 4.51% |
| Udr Inc (UDR) | 4.50% |
| Health Care Reit Inc (HCN) | 4.42% |
| Camden Ppty Tr (CPT) | 4.41% |
| Bre Properties Inc (BRE) | 3.24% |
| % of Total Holdings | 66.40% |
