REZ : iShares Residential Real Estate Capped ETF

REZ is a Alternatives Market Real Estate with LOW fees.

REZ

iShares Residential Real Estate Capped ETF

FI Score

61 /100

Diversification Rating

9 /10

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

61% FI Score
  • rez
  • ETF
  • Alternatives
  • Real Estate

iShares Residential 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 Residential Capped Index composed of U.S. residential, healthcare and self-storage real estate equities. 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 apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.

Largest Holdings

Amount Holding
9.28% Public Storage
7.21% Equity Residential
7.20% AvalonBay Communities, Inc
6.74% Welltower Inc
5.15% Essex Property Trust, Inc
5.03% Invitation Homes Inc
4.55% Mid-America Apartment Communities, Inc
4.44% Sun Communities, Inc
4.39% Ventas, Inc
4.26% Extra Space Storage Inc

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