RITA ETFB Green SRI REITs ETF
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.
RITA Summary Data
RITA Portfolio Data
RITA Index Data
RITA Portfolio Management
RITA Tax Exposures
RITA Fund Structure
RITA Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
RITA Top 10 Holdings[View All]
RITA Performance Statistics
RITA Benchmark Comparison Summary
RITA Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.