SRET
Global X SuperDividend REIT ETFSRET Fund Description
The Global X SuperDividend REIT ETF tracks an equal-weighted index of global REITs, choosing 30 high-yield, low-volatility companies.
SRET Factset Analytics Insight
SRET’s methodology sharply distinguishes it from segment peers. The fund screens for the 60 global REITs with the highest dividend yield, then selects the 30 least-volatile of these. Additionally, SRET weights its 30 constituents equally, a unique approach for the space. The resulting portfolio is narrow, but not overly concentrated. The strategy seems to work—the fund offers one of the segment’s highest yields, with only somewhat elevated volatility. Still, SRET will turn-off investors looking broad, representative exposure to global real estate. The portfolio leans heavily toward smaller companies, and isn’t geographically diversified—US REITs dominate. The fund isn’t cheap either, but if you believe in the SRET’s philosophy you’re probably willing to pay. Trading volume is light, but typically with moderate spreads.
SRET MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 20, 2018 the Global X SuperDividend REIT ETF MSCI ESG Fund Quality Score is 2.86 out of 10.
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. SRET ranks in the 12nd percentile within its peer group and in the 1st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
SRET CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
SRET Top 10 Countries
SRET Top 10 Sectors
SRET Top 10 Holdings [View All]
SRET Summary Data
SRET Portfolio Data
SRET Index Data
SRET Portfolio Management
SRET Tax Exposures
SRET Fund Structure
SRET Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SRET. SRET is rated a 4 out of 5.
SRET Tradability
SRET Sector/Industry Breakdown
SRET
SRET TOP 10 HOLDINGS[View All]
SRET Countries
SRET
SRET Regions
SRET
SRET Economic Development
SRET
SRET Performance Statistics
SRET MSCI ESG Ratings
SRET BENCHMARK COMPARISON SUMMARY
SRET
SRET BENCHMARK COMPARISON MARKET CAP SIZE
SRET
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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.