REM : iShares Mortgage Real Estate Capped ETF

REM is a Alternatives Market Real Estate with LOW fees.

REM

iShares Mortgage Real Estate Capped ETF

FI Score

65 /100

Diversification Rating

9 /10

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

65% FI Score
  • rem
  • ETF
  • Alternatives
  • Real Estate

iShares Mortgage Real Estate Capped ETF

Expenses: 0.48% (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 to track the investment results of the FTSE NAREIT All Mortgage Capped Index composed of U.S. real estate investment trusts (REITs) that hold U.S. residential and commercial mortgages. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. The fund is non-diversified.

Largest Holdings

Amount Holding
20.78% Annaly Capital Management, Inc
15.54% AGNC Investment Corp
8.65% Starwood Property Trust, Inc
6.68% New Residential Investment Corp
5.38% Blackstone Mortgage Trust, Inc
4.16% Hannon Armstrong Sustainable Infrastructure Capital, Inc
3.68% Chimera Investment Corporation
3.49% PennyMac Mortgage Investment Trust
3.32% Apollo Commercial Real Estate Finance, Inc
2.68% Two Harbors Investment Corp

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