BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETFBBRE Fund Description
BBRE tracks a market-cap-weighted index of small-, mid-, and large-cap companies involved in the ownership or management of US real estate.
BBRE Factset Analytics Insight
BBRE tracks an index formerly tracked by Vanguard’s popular real estate ETF, VNQ. In early 2018, Vanguard began transitioning their product to a broader index. BBRE provides investors with an option to maintain the previous REIT-only exposure. The fund does a good job of capturing the US REIT market, albeit with a greater emphasis on commercial REITs than our chosen benchmark. The fund’s expense ratio places it at the low end of the group. Like all real estate ETFs, BBRE’s distributions are taxed as ordinary income.
BBRE MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of May 23, 2019 the JPMorgan BetaBuilders MSCI U.S. REIT ETF MSCI ESG Fund Quality Score is 3.60 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. BBRE ranks in the 37th percentile within its peer group and in the 15th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
BBRE CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
BBRE Top 10 Countries
BBRE Top 10 Sectors
BBRE Top 10 Holdings [View All]
BBRE Portfolio Data
BBRE Index Data
BBRE Portfolio Management
BBRE Tax Exposures
BBRE Fund Structure
BBRE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BBRE. BBRE is rated a 5 out of 5.
BBRE Tradability
BBRE Sector/Industry Breakdown
BBRE
BBRE TOP 10 HOLDINGS[View All]
BBRE Countries
BBRE
BBRE Regions
BBRE
BBRE Economic Development
BBRE
BBRE Performance Statistics
BBRE MSCI ESG Ratings
BBRE BENCHMARK COMPARISON SUMMARY
BBRE
BBRE BENCHMARK COMPARISON MARKET CAP SIZE
BBRE
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.