FRI : First Trust S&P REIT Index Fund

FRI is a Alternatives Market Real Estate index fund with LOW fees.

FRI

First Trust S&P REIT Index Fund

FI Score

54 /100

Diversification Rating

9 /10

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

54% FI Score
  • fri
  • ETF
  • Alternatives
  • Real Estate

First Trust S&P REIT Index Fund

Expenses: 0.50% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the S&P United States REIT Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the real estate investment trusts (REITs) that comprise the index. The index seeks to measure the performance of publicly-traded traded REITs domiciled in the United States that meet certain eligibility requirements.

Largest Holdings

Amount Holding
8.61% Prologis, Inc
7.84% Equinix, Inc. (REIT)
4.81% Digital Realty Trust, Inc
3.88% Public Storage
2.78% AvalonBay Communities, Inc
2.69% Equity Residential
2.62% Welltower Inc
2.42% Realty Income Corporation
2.40% Alexandria Real Estate Equities, Inc
2.26% Simon Property Group, Inc

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