REZ
iShares Residential Real Estate ETFREZ Fund Description
REZ tracks a market cap-weighted index of US residential, health care and self-storage REITs.
REZ Factset Analytics Insight
REZ is ostensibly a residential real estate ETF, but in reality the fund is a grab bag of REITs, many of which fall outside residential real estate. As an example, many top holdings are not residential REITs at all. Public Storage Inc.—a self-storage firm—makes up roughly a tenth of the fund by itself, and several health and senior care REITs also land near the top of the list. All told, the fund devotes about half of its weight to specialized REITs, which may not be the pure residential real estate exposure promised on the label. REZ could best be thought of as an ex-commercial REIT play. In terms of Tradability, the picture is clearer: REZ is a decently liquid fund, with fairly consistent trading activity across small spreads. Underlying liquidity is strong, so larger investors should find good execution with the help of a market maker. It's also a strikingly Efficient fund, with tight tracking that routinely beats its reasonable expense ratio. If you don't go in expecting a pure residential REIT fund, REZ has a lot to recommend it.
REZ MSCI ESG Analytics Insight
iShares Residential Real Estate ETF has an MSCI ESG Fund Rating of BB based on a score of 3.74 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 Residential Real Estate ETF ranks in the 16th percentile within its peer group and in the 21st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
REZ 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.
REZ Charts And Performance
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REZ Summary Data
REZ Portfolio Data
REZ Index Data
REZ Portfolio Management
REZ Tax Exposures
REZ Fund Structure
REZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of REZ. REZ is rated a 5 out of 5.
REZ Tradability
REZ Sector/Industry Breakdown
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REZ Top 10 Holdings[View All]
REZ Countries
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REZ Regions
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REZ Economic Development
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REZ Performance Statistics
REZ MSCI ESG Ratings
REZ Benchmark Comparison Summary
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REZ Benchmark Comparison Market Cap Size
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