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 | Excellent |
| Bid/Ask Ratio | Typical |
| Holdings Diversity | Good |
Fund Description
The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs. The fund employs a “passive management”—or indexing—investment approach designed to track the performance of the MSCI US REIT Index. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs). It attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Fund Snapshot Updated 05.14.2012
| Previous Close | $64.73 | Expense Ratio | 0.15% |
| YTD Return | 12.5% | Avg. 30-Day Volume | 2,232,758 |
| 1-Year Return | 10.4% | Market Cap | Loading... |
| Bid | $64.76 | Shares Outstanding | 190,721,000 |
| Ask | $64.77 | Dividends | $2.14 |
| Top 10 Holdings | |
|---|---|
| Simon Ppty Group Inc New (SPG) | 11.08% |
| Public Storage (PSA) | 4.86% |
| Equity Residential (EQR) | 4.54% |
| Ventas Inc (VTR) | 4.11% |
| Hcp Inc (HCP) | 4.11% |
| Boston Properties Inc (BXP) | 3.88% |
| Prologis Inc (PLD) | 3.78% |
| Vornado Rlty Tr (VNO) | 3.53% |
| Avalonbay Cmntys Inc (AVB) | 3.34% |
| Health Care Reit Inc (HCN) | 2.87% |
| % of Total Holdings | 46.10% |
