USRT
iShares Core U.S. REIT ETFUSRT Fund Description
USRT tracks a market cap-weighted index of US-listed REIT. It excludes mortgage, timber and infrastructure REITs.
USRT Factset Analytics Insight
USRT offers exposure to many types of REITs at tiny holding cost. The market-cap weighted ETF primarily focuses on health care REITs, residential REITs and retail REITs. Infrastructure REITs, mortgage REITs, and timber REITs are excluded. The fund made material changes on Nov. 3 2016. It changed its ticker (from FTY), name (from iShares Real Estate 50 ETF) and underlying index (from FTSE NAREIT Real Estate 50 Index). The old index held fewer names and included some REIT types that are now out-of-bounds. The ETF also radically slashed its fee and now competes head-to-head on holding costs with the segment’s cheapest funds. Still, some peers may have lower all-in costs once trading expense are included.
USRT MSCI ESG Analytics Insight
iShares Core U.S. REIT ETF has an MSCI ESG Fund Rating of BB based on a score of 2.95 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. iShares Core U.S. REIT ETF ranks in the 4th percentile within its peer group and in the 21st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
USRT 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.
USRT Summary Data
USRT Portfolio Data
USRT Index Data
USRT Portfolio Management
USRT Tax Exposures
USRT Fund Structure
USRT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of USRT. USRT is rated a 5 out of 5.
USRT Tradability
USRT Sector/Industry Breakdown
USRT
USRT Top 10 Holdings[View All]
USRT Countries
USRT
USRT Regions
USRT
USRT Economic Development
USRT
USRT Performance Statistics
USRT MSCI ESG Ratings
USRT Benchmark Comparison Summary
USRT
USRT Benchmark Comparison Market Cap Size
USRT
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.