BIRDX : iShares Developed Real Estate Index Fund Institutional Shares

BIRDX is a Sector Equity Market Real Estate index fund with LOW fees.

BIRDX

iShares Developed Real Estate Index Fund Institutional Shares

FI Score

77 /100

Expense Ratio Rating

10 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

77% FI Score
  • birdx
  • Mutual Fund
  • Sector Equity
  • Real Estate

iShares Developed Real Estate Index Fund Institutional Shares

Expenses: 0.21% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Sector Equity fund. See why ยป

Fund Summary

The investment seeks to track the investment results of an index composed of real estate equities in developed markets. The fund seeks to track the investment results of the FTSE EPRA/NAREIT Developed Index, which measures the stock performance of companies engaged in the ownership, disposal and development of income-producing real estate in developed countries as defined by FTSE EPRA/NAREIT. It generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index and in depositary receipts representing securities of the underlying index.

Largest Holdings

Amount Holding
4.84% Prologis Inc
2.89% Digital Realty Trust Inc
2.03% Public Storage
1.98% Vonovia SE
1.76% Equity Residential
1.68% AvalonBay Communities Inc
1.56% Welltower Inc
1.52% Simon Property Group Inc
1.41% Alexandria Real Estate Equities Inc
1.40% Mitsubishi Estate Co Ltd
1.39% Sun Hung Kai Properties Ltd
1.32% Realty Income Corp
1.32% Link Real Estate Investment Trust
1.30% Mitsui Fudosan Co Ltd
1.21% CK Asset Holdings Ltd
1.18% Essex Property Trust Inc
1.11% Boston Properties Inc
1.07% Deutsche Wohnen SE
0.98% Healthpeak Properties Inc
0.94% Duke Realty Corp
0.94% Mid-America Apartment Communities Inc
0.93% Invitation Homes Inc
0.90% Sun Communities Inc
0.89% Ventas Inc
0.85% Segro PLC

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