RWRSPDR Dow Jones REIT ETF
RWR Fund Description
RWR tracks a market cap-weighted index of firms involved in the ownership and operation of commercial, residential, healthcare and other real estate.
RWR Factset Analytics Insight
RWR is among the oldest real estate ETFs on the market. Since 2001, RWR has offered investors a well-managed vehicle to invest in a diverse, market-cap-weighted basket of US REITs. The fund tilts away from the 'specialized REITs' category which includes everything from hospital REITs to railway REITs and instead overweights the quintessential real estate sub-sectors: commercial and residential REITs. The reason for the exclusions is that performance of such securities may be driven by factors other than the value of real estate. As such, RWR could appeal to those looking for a pure play take on US REITs. Constituents must derive 75% of their total revenue from the ownership and operation of real estate assets and must also meet certain market cap requirements. The index is rebalanced quarterly.
RWR MSCI ESG Analytics Insight
SPDR Dow Jones REIT ETF has an MSCI ESG Fund Rating of BB based on a score of 3.76 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. SPDR Dow Jones REIT ETF ranks in the 9th percentile within its peer group and in the 20th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RWR 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.
RWR Summary Data
RWR Portfolio Data
RWR Index Data
RWR Portfolio Management
RWR Tax Exposures
RWR Fund Structure
RWR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RWR. RWR is rated a 5 out of 5.
RWR Top 10 Holdings[View All]
RWR Economic Development
RWR Performance Statistics
RWR MSCI ESG Ratings
RWR Benchmark Comparison Summary
RWR Benchmark Comparison Market Cap Size