iShares Mortgage Real Estate Capped ETF (REM)

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Best Fit Real Estate Funds ETFs

U.S. News evaluated 29 Real Estate Funds ETFs and 9 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.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of U.S. real estate investment trusts ("REITs") that hold U.S. residential and commercial mortgages. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. The fund is non-diversified.

Fund Snapshot Updated 07.21.2014

Previous Close $12.60 Expense Ratio 0.48%
YTD Return 16.31% Avg. 30-Day Volume 999,978
1-Year Return 14.0% Market Cap Loading...
Bid $12.58 Shares Outstanding 104,400,000
Ask $12.59 Dividends $1.70
Top 10 Holdings
Annaly Cap Mgmt Inc (NLY) 16.94%
American Capital Agency Corp (AGNC) 13.14%
Starwood Ppty Tr Inc (STWD) 8.33%
Two Hbrs Invt Corp (TWO) 4.91%
Northstar Rlty Fin Corp (NRF) 4.91%
Chimera Invt Corp (CIM) 4.81%
Mfa Finl Inc (MFA) 4.74%
Invesco Mortgage Capital Inc (IVR) 3.49%
Colony Finl Inc (CLNY) 3.31%
Hatteras Finl Corp (HTS) 3.16%
% of Total Holdings 67.70%

Sector Breakdown

Geographic Breakdown

Best Fit Real Estate Funds

See full rankings for Real Estate Funds