FRIFirst Trust S&P REIT Index Fund
FRI Fund Description
FRI tracks a market-cap-weighted index of US companies involved in the ownership and operation of real estate
FRI Factset Analytics Insight
FRI captures the US real estate market from top to bottom by holding a large basket of securities that traverse the market-cap range. The fund holds Real Estate Investment Trusts (REITs), stretching across multiple sub-sectors from the broad space. The fund's defining trait is its diversity: Its holdings cut across all sectors and market-caps. Reasonably marketlike, the ETF roughly captures commercial and residential REITs. It also includes specialized REITs such as hotels and hospitals, but excludes timber, mortgage, and mortgage-backed REITs. The index is reviewed annually but with quarterly IPO additions.
FRI MSCI ESG Analytics Insight
First Trust S&P REIT Index Fund has an MSCI ESG Fund Rating of BB based on a score of 3.20 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. First Trust S&P REIT Index Fund ranks in the 7th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FRI MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FRI Summary Data
FRI Portfolio Data
FRI Index Data
FRI Portfolio Management
FRI Tax Exposures
FRI Fund Structure
FRI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FRI. FRI is rated a 5 out of 5.
FRI Sector/Industry Breakdown
FRI Top 10 Holdings[View All]
FRI Economic Development
FRI Performance Statistics
FRI MSCI ESG Ratings
FRI Benchmark Comparison Summary
FRI Benchmark Comparison Market Cap Size