The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares Mortgage Real Estate Capped ETF REM
Morningstar’s Analysis REM
Will REM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 66.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Annaly Capital Management Inc | 15.32 | 102.7 Mil | Real Estate |
AGNC Investment Corp | 11.55 | 77.4 Mil | Real Estate |
Starwood Property Trust Inc | 9.68 | 64.9 Mil | Real Estate |
Rithm Capital Corp | 8.18 | 54.8 Mil | Real Estate |
Blackstone Mortgage Trust Inc A | 4.75 | 31.8 Mil | Real Estate |
Arbor Realty Trust Inc | 4.36 | 29.3 Mil | Real Estate |
Two Harbors Investment Corp | 3.24 | 21.7 Mil | Real Estate |
Ladder Capital Corp Class A | 3.07 | 20.6 Mil | Real Estate |
Apollo Commercial Real Estate Finance Inc | 3.07 | 20.6 Mil | Real Estate |
MFA Financial Inc | 3.01 | 20.2 Mil | Real Estate |