The portfolio maintains a cost advantage over competitors, priced within the lowest 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 47.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 9.75 | 10.7 Mil | Real Estate |
Equinix Inc | 7.19 | 7.9 Mil | Real Estate |
Welltower Inc | 4.86 | 5.3 Mil | Real Estate |
Simon Property Group Inc | 4.59 | 5.1 Mil | Real Estate |
Realty Income Corp | 4.50 | 5.0 Mil | Real Estate |
Public Storage | 4.20 | 4.6 Mil | Real Estate |
Digital Realty Trust Inc | 4.17 | 4.6 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 2.94 | 3.2 Mil | Real Estate |
Extra Space Storage Inc | 2.84 | 3.1 Mil | Real Estate |
AvalonBay Communities Inc | 2.69 | 3.0 Mil | Real Estate |