OLD : The Long-Term Care ETF

OLD is a Alternatives Market Real Estate with LOW fees.

OLD

The Long-Term Care ETF

FI Score

44 /100

Diversification Rating

0 /10

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

44% FI Score
  • old
  • ETF
  • Alternatives
  • Real Estate

The Long-Term Care ETF

Expenses: 0.30% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks investment results that correspond generally to the performance, before fees and expenses, of an index which is designed to track the performance of companies globally that are positioned to profit from providing long-term care to the aging population, including companies owning or operating senior living facilities, nursing services, specialty hospitals, and senior housing, biotech companies for age-related illnesses, and companies that sell products and services to such facilities. The fund invests at least 80% of its net assets in the stocks that comprise the Solactive Long-Term Care Index. It is non-diversified.

Largest Holdings

Amount Holding
16.59% Welltower Inc
10.37% Ventas, Inc
9.93% Healthpeak Properties, Inc
5.60% Omega Healthcare Investors, Inc
5.14% LHC Group, Inc
4.88% Amedisys, Inc
4.74% ORPEA Societe Anonyme
3.81% Ryman Healthcare Limited
3.37% Sabra Health Care REIT, Inc
3.24% Aegon N.V. PERP CAP SECS

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