Fund Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Wilshire US Real Estate Investment Trust IndexSM. The fund invests at least 80% of total assets in equity securities that comprise the Wilshire US REIT. The Wilshire US REIT is a rules-based index comprised of approximately 102 securities, which may include securities of companies of all categories of market capitalizations. The Wilshire US REIT is comprised primarily of real estate investment trusts and is derived from the broader Wilshire 5000 Total Market IndexSM. The fund is non-diversified.
Fund Snapshot Updated 06.17.2013
| Previous Close | $38.66 | Expense Ratio | 0.32% |
| YTD Return | 7.1% | Avg. 30-Day Volume | 2,065 |
| 1-Year Return | 12.1% | Market Cap | Loading... |
| Bid | $38.58 | Shares Outstanding | 500,000 |
| Ask | $38.71 | Dividends | $1.07 |
| Top 10 Holdings | |
|---|---|
| Simon Ppty Group Inc New (SPG) | 11.25% |
| Public Storage (PSA) | 4.70% |
| Ventas Inc (VTR) | 4.44% |
| Hcp Inc (HCP) | 4.42% |
| Equity Residential (EQR) | 4.32% |
| Prologis Inc (PLD) | 3.79% |
| Health Care Reit Inc (HCN) | 3.75% |
| Avalonbay Cmntys Inc (AVB) | 3.70% |
| Boston Properties Inc (BXP) | 3.59% |
| Vornado Rlty Tr (VNO) | 3.30% |
| % of Total Holdings | 47.20% |
