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 | Excellent |
| Tracking Error | Good |
| Bid/Ask Ratio | Good |
| Holdings Diversity | Good |
Fund Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT Index. The fund invests at least 90% of net assets in stocks that are included in the index. It generally gives the same weight to a given security as the index does. The index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts (“REITs”). The fund may sell securities that are represented in the index in anticipation of their removal from the index, or buy securities that are not yet represented in the index in anticipation of their addition to the index. It is non-diversified.
Fund Snapshot Updated 05.14.2012
| Previous Close | $30.13 | Expense Ratio | 0.13% |
| YTD Return | 12.7% | Avg. 30-Day Volume | 104,820 |
| 1-Year Return | 10.8% | Market Cap | Loading... |
| Bid | $30.15 | Shares Outstanding | 11,200,000 |
| Ask | $30.17 | Dividends | $0.66 |
| Top 10 Holdings | |
|---|---|
| Simon Ppty Group Inc New (SPG) | 11.93% |
| Public Storage (PSA) | 5.09% |
| Equity Residential (EQR) | 4.87% |
| Ventas Inc (VTR) | 4.44% |
| Hcp Inc (HCP) | 4.42% |
| Vornado Rlty Tr (VNO) | 4.23% |
| Boston Properties Inc (BXP) | 4.13% |
| Prologis Inc (PLD) | 4.09% |
| Avalonbay Cmntys Inc (AVB) | 3.60% |
| Health Care Reit Inc (HCN) | 3.09% |
| % of Total Holdings | 49.90% |
