• Loading...

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 will invest 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 108 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.

Fund Snapshot Updated 04.16.2014

Previous Close $39.95 Expense Ratio 0.32%
YTD Return 12.37% Avg. 30-Day Volume 1,124
1-Year Return 2.7% Market Cap Loading...
Bid $39.89 Shares Outstanding 400,000
Ask $40.03 Dividends $1.19
Top 10 Holdings
Simon Ppty Group Inc New (SPG) 10.45%
Public Storage (PSA) 4.82%
Equity Residential (EQR) 4.09%
Prologis Inc (PLD) 3.96%
Ventas Inc (VTR) 3.73%
Hcp Inc (HCP) 3.64%
Vornado Rlty Tr (VNO) 3.64%
Health Care Reit Inc (HCN) 3.54%
Boston Properties Inc (BXP) 3.46%
Avalonbay Cmntys Inc (AVB) 3.39%
% of Total Holdings 44.70%

Sector Breakdown

Geographic Breakdown

Best Fit Real Estate Funds

See full rankings for Real Estate Funds