This fund directs its capital toward Real Estate Investment Trusts (REITs), which are entities that acquire and manage a variety of properties such as office buildings and hotels. Because REITs frequently show performance patterns distinct from conventional stocks and bonds, this fund offers a potential avenue for diversification within a portfolio that already includes those asset classes. It may also provide more substantial dividend income compared to other types of funds. However, it's important to acknowledge the risks involved. A key concern is its concentrated focus, as it invests exclusively within the real estate sector. This specialized approach means the fund could experience greater price fluctuations than more broadly diversified equity funds.
Sector exposure data isn't available for this fund yet.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| VNQ | Vanguard Real Estate II Index Fund | 14.53% | $10.17B |
| WELL | Welltower Inc | 7.67% | $5.37B |
| PLD | Prologis Inc | 7.16% | $5.01B |
| EQIX | Equinix Inc | 5.64% | $3.95B |
| AMT | American Tower Corp | 4.67% | $3.27B |
| SPG | Simon Property Group Inc | 3.56% | $2.49B |
| DLR | Digital Realty Trust Inc | 3.50% | $2.45B |
| O | Realty Income Corp | 3.04% | $2.13B |
| PSA | Public Storage | 2.57% | $1.80B |
| VTR | Ventas Inc | 2.15% | $1.50B |
| CCI | Crown Castle Inc | 2.14% | $1.50B |
| IRM | Iron Mountain Inc | 2.04% | $1.43B |
| CBRE | CBRE Group Inc | 1.98% | $1.38B |
| EXR | Extra Space Storage Inc | 1.63% | $1.14B |
| VICI | VICI Properties Inc | 1.54% | $1.08B |
| AVB | AvalonBay Communities Inc | 1.36% | $951.47M |
| EQR | Equity Residential | 1.18% | $827.23M |
| SBAC | SBA Communications Corp | 1.15% | $805.51M |
| WY | Weyerhaeuser Co | 0.95% | $662.35M |
| ESS | Essex Property Trust Inc | 0.94% | $658.85M |
| WPC | WP Carey Inc | 0.87% | $611.67M |
| KIM | Kimco Realty Corp | 0.87% | $608.28M |
| HST | Host Hotels & Resorts Inc | 0.85% | $592.39M |
| INVH | Invitation Homes Inc | 0.85% | $591.47M |
| SUI | Sun Communities Inc | 0.82% | $571.06M |
