The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust S&P REIT ETF FRI
Morningstar’s Analysis FRI
Will FRI 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 48.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 9.87 | 11.1 Mil | Real Estate |
Equinix Inc | 7.09 | 8.0 Mil | Real Estate |
Welltower Inc | 5.61 | 6.3 Mil | Real Estate |
Simon Property Group Inc | 4.74 | 5.3 Mil | Real Estate |
Digital Realty Trust Inc | 4.62 | 5.2 Mil | Real Estate |
Realty Income Corp | 4.27 | 4.8 Mil | Real Estate |
Public Storage | 4.21 | 4.8 Mil | Real Estate |
Extra Space Storage Inc | 2.97 | 3.4 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 2.88 | 3.3 Mil | Real Estate |
AvalonBay Communities Inc | 2.68 | 3.0 Mil | Real Estate |