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Morningstar

iShares S&P/TSX Capped REIT ETF XRE

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis XRE

Will XRE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XRE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XRE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XRE’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares S&P/ TSX Capped REIT ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XRE

More XRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Apartment Properties Real Estate Investment Trust

15.62 176.2 Mil
Real Estate

Riocan Real Estate Investment Trust

11.58 130.7 Mil
Real Estate

Granite Real Estate Investment Trust Stapled Units Cons of 1 Shs of Granite

9.46 106.7 Mil
Real Estate

Choice Properties Real Estate Investment Trust

7.68 86.6 Mil
Real Estate

Dream Industrial Real Estate Investment Trust

7.45 84.0 Mil
Real Estate

First Capital REIT

6.92 78.1 Mil
Real Estate

Boardwalk Real Estate Investment Trust

6.46 72.8 Mil
Real Estate

SmartCentres Real Estate Investment Trust Trust Units Variable Voting

6.32 71.3 Mil
Real Estate

H&R Real Estate Investment Trust Stapled Units Cons of 1 H&R REIT Ut ' 1 H&

5.21 58.8 Mil
Real Estate

Allied Properties Real Estate Investment Trust

4.76 53.7 Mil
Real Estate