IYRiShares U.S. Real Estate ETF
IYR Fund Description
IYR tracks a market-cap-weighted index of US real estate equities.
IYR Factset Analytics Insight
IYR is among the first US real estate ETFs and has been a stalwart of the space. The fund tracks a typical broad-based real estate index and captures much of the real estate space including REITs and firms investing directly or indirectly in real estate through development, management, or ownership, including property agencies. The fund may invest in stocks of all capitalization that are trading on major US exchanges. As is the case with other REIT ETFs, distributions from the fund are taxed as ordinary income. Effective Jan. 25, 2021 the fund followed the capped version of its underlying index — the Dow Jones U.S. Real Estate Index Capped Index. The strategy stays the same but a capping methodology is applied at the quarterly rebalance. This limits the weight of any single issuer to a maximum of 10% and the aggregate weight of all issuers that individually exceed 4.50% of the index weight to maximum of 22.50%.
IYR MSCI ESG Analytics Insight
iShares U.S. Real Estate ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.57 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. iShares U.S. Real Estate ETF ranks in the 39th percentile within its peer group and in the 89th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYR 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.
IYR Summary Data
IYR Portfolio Data
IYR Index Data
IYR Portfolio Management
IYR Tax Exposures
IYR Fund Structure
IYR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYR. IYR is rated a 5 out of 5.
IYR Sector/Industry Breakdown
IYR Top 10 Holdings[View All]
IYR Economic Development
IYR Performance Statistics
IYR MSCI ESG Ratings
IYR Benchmark Comparison Summary
IYR Benchmark Comparison Market Cap Size
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