PPTY
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 fifteen of 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, ranging from 19% residential, 14.5% retail, and 7.5% health care to 0.5% student housing. The index reduces allocations proportionally to any company that exceeds its leverage target, which is established by property type. PPTY’s expense ratio is on the high side for the segment, but the twist in approach may justify the cost.
PPTY 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 January 17, 2019 the PPTY-U.S. Diversified Real Estate ETF MSCI ESG Fund Quality Score is 3.93 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. PPTY ranks in the 24th percentile within its peer group and in the 8th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PPTY CHARTS AND PERFORMANCE
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PPTY Top 10 Countries
PPTY Top 10 Sectors
PPTY Top 10 Holdings [View All]
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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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.