RITA

ETFB Green SRI REITs ETF
*Unless otherwise stated, data provided by FactSet.

RITA Fund Description

RITA tracks an index that provides exposure to REITs from developed countries that meet business, financial, green, and socially responsible investing (SRI) criteria.

RITA Factset Analytics Insight

RITA is a passively managed fund that invests in REITs that are screened for certain business, financial, socially responsible, and green investing standards. The fund selects eligible REITs with satisfactory debt-to-assets ratio from developed countries. The fund excludes companies involved in business practices that are non-compliant with Shariah law. Furthermore, companies without green certification from an eligible third-party certifying body are also excluded. Companies are initially weighted by market-cap, subject to individual limits. Qualified companies are then assigned green scores using data from green certifications and energy usage. REITS with higher green scores are given more weight. During the adjustment process, companies with low utility usage scores are removed. Adjustments should not change by no more than 2% of any sector or country weight within the portfolio. The index is rebalanced and reconstituted quarterly.

PERFORMANCE [as of 01/21/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RITA -4.41% -- -8.33% -- -- -- --
RITA (NAV) -4.82% -- -8.17% -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RITA Summary Data

ETFB
12/08/21
Open-Ended Fund
0.50%
$13.86M
$515.16K
0.49%
N/A

RITA Portfolio Data

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RITA Index Data

FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index
Principles-based
Principles-based
N/A

RITA Portfolio Management

0.50%
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RITA Tax Exposures

20.00% / 39.60%
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Ordinary income
No

RITA Fund Structure

Open-Ended Fund
No
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N/A
N/A
Low
None

RITA Factset Analytics Block Liquidity

As of 01/24/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of RITA. RITA is rated a N/A out of 5.

RITA Tradability

20,269
$515.16K
368
$9.56K
0.49%
$0.12
0.30%
0.54% / 0.11%
None
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0
$24.12
N/A

RITA Top 10 Holdings[View All]

4.21%
58.99%

RITA Performance Statistics

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N/A

RITA Benchmark Comparison Holdings

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RITA Benchmark Comparison Summary


RITA
Segment Benchmark
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RITA Benchmark Comparison Market Cap Size


RITA
Segment Benchmark
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