REM
iShares Mortgage Real Estate ETFREM Fund Description
REM tracks a market-cap-weighted index of residential and commercial mortgage REITs.
REM Factset Analytics Insight
REM holds a broad, concentrated portfolio of residential and commercial mortgage REITs that mirrors the broad neutral benchmark for the mortgage REIT space. Constituent eligibility for its Underlying Index is subject to five screens, namely: size, liquidity, invested assets, free float and Unrelated Business Taxable Income (UBTI) screen. A capping methodology is also utilized in which Index constituents are capped at a 22.5% weight and rebalanced on a quarterly basis. Furthermore, constituents that are classified as Savings Associations or Mortgage Finance are included in the fund’s reserve list and will be added to the Index only when the number of constituents falls below 20. Each constituent will then be capped at 3% individually and 30% in aggregate.
REM MSCI ESG Analytics Insight
iShares Mortgage Real Estate ETF has an MSCI ESG Fund Rating of BB based on a score of 2.77 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 Mortgage Real Estate ETF ranks in the 5th percentile within its peer group and in the 9th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
REM 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.
REM Summary Data
REM Portfolio Data
REM Index Data
REM Portfolio Management
REM Tax Exposures
REM Fund Structure
REM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of REM. REM is rated a 5 out of 5.
REM Tradability
REM Sector/Industry Breakdown
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REM Countries
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REM Regions
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REM Economic Development
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REM Performance Statistics
REM MSCI ESG Ratings
REM Benchmark Comparison Summary
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REM 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.