REZ
iShares Residential and Multisector Real Estate ETFREZ Fund Description
REZ tracks a market cap-weighted index of US residential, health care, and specialized REITs.
REZ Factset Analytics Insight
Unlike the ticker would indicate, REZ is a multisector real estate fund, which invests in a broad spectrum of US REIT securities. Prior to September 18, 2020, the fund focused on just residential — iShares Residential Real Estate ETF. The Underlying index includes all market-caps and is part of the FTSE Nareit US Real Estate Capped Index Series and includes both domestic real estate stocks and real estate investment trusts from the following sub-sectors: apartments, manufactured homes, health care, self-storage, and single-family homes. The index undergoes a quarterly review and applies a 22.5% cap per stock, with stocks above 5% not exceeding 45%.
REZ MSCI ESG Analytics Insight
iShares Residential and Multisector Real Estate ETF has an MSCI ESG Fund Rating of B based on a score of 3.43 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 and Multisector Real Estate ETF ranks in the 7th percentile within its peer group and in the 11st 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 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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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.