Morningstar

First Trust S&P REIT Index Fund FRI

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FRI

Will FRI outperform in the 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 FRI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRI 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 FRI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust S&P REIT ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FRI

More FRI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

12.52 25M
Real Estate

Prologis Inc

9.10 18M
Real Estate

Digital Realty Trust Inc

4.83 10M
Real Estate

Equinix Inc

4.80 9M
Real Estate

Simon Property Group Inc

4.70 9M
Real Estate

Realty Income Corp

4.07 8M
Real Estate

Morgan Stanley Instl Lqudty Trs Instl

4.03 8M
Cash and Equivalents

Public Storage

3.98 8M
Real Estate

Vivmark Residential

3.35 7M
Real Estate

Ventas Inc

3.18 6M
Real Estate

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