REITALPS Active REIT ETF
REIT Fund Description
REIT is an actively-managed, non-transparent ETF that provides exposure to publicly-traded equity securities of US REITs.
REIT Factset Analytics Insight
REIT’s portfolio primarily comprises of common equity securities of US REITs, but may also include common equity of US real estate operating companies (not structured as REITs), preferred equity of US REITs and real estate operating companies, as well as cash and cash equivalents. In selecting its constituents, the fund adviser’s proprietary methodology takes into account, among others, the intrinsic value of the underlying properties held by REITs as well as the corresponding intrinsic value of the REITs in which the fund seeks to invest. Unlike other traditional ETFs, a tracking basket structure is put in place which acts as a proxy portfolio, while it may disclose the identities of all portfolio holdings daily, it does not in terms of exact quantities or weightings. Complete holdings are published quarterly with a 60-day lag.
REIT MSCI ESG Analytics Insight
ALPS Active REIT ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.95 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. ALPS Active REIT ETF ranks in the 27th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
REIT 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.
REIT Summary Data
REIT Portfolio Data
REIT Index Data
REIT Portfolio Management
REIT Tax Exposures
REIT Fund Structure
REIT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of REIT. REIT is rated a N/A out of 5.
REIT Top 10 Holdings[View All]
REIT Economic Development
REIT Performance Statistics
REIT MSCI ESG Ratings
REIT Benchmark Comparison Summary
REIT Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.