SRET
Global X SuperDividend REIT ETFSRET Fund Description
SRET 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 March 18, 2019 the Global X SuperDividend REIT ETF MSCI ESG Fund Quality Score is 2.73 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 11st percentile within its peer group and in the 0th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
SRET CHARTS AND PERFORMANCE
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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 5 out of 5.
SRET Tradability
SRET Sector/Industry Breakdown
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SRET TOP 10 HOLDINGS[View All]
SRET Countries
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SRET Regions
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SRET Economic Development
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SRET Performance Statistics
SRET MSCI ESG Ratings
SRET BENCHMARK COMPARISON SUMMARY
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SRET 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.