Key stats
About First Trust S&P REIT Index Fund
Expense ratio
0.50%
Home page
Inception date
May 8, 2007
FRI captures the US real estate market from top to bottom by holding a large basket of securities that traverse the market-cap range. The fund holds Real Estate Investment Trusts (REITs), stretching across multiple sub-sectors from the broad space. The fund's defining trait is its diversity: Its holdings cut across all sectors and market-caps. Reasonably marketlike, the ETF roughly captures commercial and residential REITs. It also includes specialized REITs such as hotels and hospitals, but excludes timber, mortgage, and mortgage-backed REITs. The index is reviewed annually but with quarterly IPO additions.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.