SPDR Dow Jones REIT ETF (RWR)

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#3

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 Excellent
Tracking Error Excellent
Bid/Ask Ratio Typical
Holdings Diversity Good

Fund Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the Dow Jones U.S. Select REIT Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate. The fund is non-diversified.

Fund Snapshot Updated 07.21.2014

Previous Close $84.50 Expense Ratio 0.25%
YTD Return 20.20% Avg. 30-Day Volume 229,503
1-Year Return 8.6% Market Cap Loading...
Bid $84.52 Shares Outstanding 31,381,000
Ask $84.53 Dividends $2.52
Top 10 Holdings
Simon Ppty Group Inc New (SPG) 10.20%
Public Storage (PSA) 4.82%
Equity Residential (EQR) 4.19%
Prologis Inc (PLD) 4.00%
Health Care Reit Inc (HCN) 3.78%
Hcp Inc (HCP) 3.72%
Ventas Inc (VTR) 3.65%
Vornado Rlty Tr (VNO) 3.59%
Boston Properties Inc (BXP) 3.57%
Avalonbay Cmntys Inc (AVB) 3.43%
% of Total Holdings 44.90%

Sector Breakdown

Geographic Breakdown

Best Fit Real Estate Funds

See full rankings for Real Estate Funds