PPTY
U.S. Diversified Real Estate ETFPPTY Fund Description
PPTY tracks an index of fundamentally-selected and -weighted US-listed equities that derive income from the ownership or management of real estate.
PPTY Factset Analytics Insight
PPTY provides a different approach to real estate exposure. By design, the fund seeks diversification by property type and location, while favoring companies that use leverage prudently. Externally managed companies are excluded, as are those with few public shares available. The index targets the largest metropolitan areas in the US by population and productivity, skewing towards the larger metro areas. Within each area, the index assigns fixed weights to eleven different property types: residential (19%), office (17.5%), industrial (14.5%), retail (14.5%), hotel (7.5%), health care (7.5%), data center (7.5%), diversified (7.5%), self-storage (2%), manufactured home (2%), and student housing (0.5%). The index reduces allocations proportionally to any company that exceeds its leverage target, which is established by property type. The Index is reconstituted and rebalanced semi-annually. Prior to Sep. 7, 2021, the fund was traded under the name PPTY-U.S. Diversified Real Estate ETF.
PPTY MSCI ESG Analytics Insight
U.S. Diversified Real Estate ETF has an MSCI ESG Fund Rating of BB based on a score of 3.67 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. U.S. Diversified Real Estate ETF ranks in the 9th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PPTY 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.
PPTY Summary Data
PPTY Portfolio Data
PPTY Index Data
PPTY Portfolio Management
PPTY Tax Exposures
PPTY Fund Structure
PPTY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PPTY. PPTY is rated a 5 out of 5.
PPTY Tradability
PPTY Sector/Industry Breakdown
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PPTY Top 10 Holdings[View All]
PPTY Countries
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PPTY Regions
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PPTY Economic Development
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PPTY Performance Statistics
PPTY MSCI ESG Ratings
PPTY Benchmark Comparison Summary
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PPTY Benchmark Comparison Market Cap Size
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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.