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 | Excellent |
Fund Description
The investment seeks to replicate as closely as possible, before expenses, the price and yield performance of an index based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.
Fund Snapshot Updated 05.14.2012
| Previous Close | $38.96 | Expense Ratio | 0.50% |
| YTD Return | 12.3% | Avg. 30-Day Volume | 107,537 |
| 1-Year Return | 2.0% | Market Cap | Loading... |
| Bid | $38.88 | Shares Outstanding | 10,800,000 |
| Ask | $38.95 | Dividends | $1.12 |
| Top 10 Holdings | |
|---|---|
| Simon Ppty Group Inc New (SPG) | 6.74% |
| Westfield Group (E:WDC) | 2.97% |
| Public Storage (PSA) | 2.88% |
| Equity Residential (EQR) | 2.75% |
| Brookfield Asset Mgmt Inc (E:BAM.A) | 2.69% |
| Ventas Inc (VTR) | 2.51% |
| Hcp Inc (HCP) | 2.49% |
| Vornado Rlty Tr (VNO) | 2.39% |
| Unibail-Rodamco Se (E:UL) | 2.33% |
| Boston Properties Inc (BXP) | 2.33% |
| % of Total Holdings | 30.10% |
