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 portfolio of residential and commercial mortgage REITs that almost perfectly mirrors our broad neutral benchmark for the mortgage REIT space. It's a narrow, concentrated portfolio, with roughly 2/3 of assets in its top 10 holdings, but that's what the fund captures with a nearly perfect Fit score: a narrow, concentrated niche sector. Investors drawn to the sector for yield will find that REM delivers it in spades, albeit with a volatile share price: Total return has lagged the yield at times. REM is also far and away the most liquid fund in the segment: it trades multiple creation units' worth of shares daily, and average spreads are as narrow as they can be. It does, however, lose points for its high expense ratio, which makes it expensive to hold in the long-run. Investors don't seem to mind though as REM has attracted a massive asset base. Still, REM is an Analyst Pick for providing some of the most comprehensive exposure to mortgage REITs on the market.
REM MSCI ESG Analytics Insight
iShares Mortgage Real Estate ETF has an MSCI ESG Fund Rating of B based on a score of 1.80 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 2nd percentile within its peer group and in the 3th 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 Charts And Performance
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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 4 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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