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First Trust S&P REIT ETF FRI

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FRI

Will FRI outperform in future?

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

First Trust S&P REIT ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings FRI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

10.17 13.8 Mil
Real Estate

Equinix Inc

6.79 9.2 Mil
Real Estate

Welltower Inc

5.69 7.7 Mil
Real Estate

Digital Realty Trust Inc

4.53 6.1 Mil
Real Estate

Simon Property Group Inc

4.50 6.1 Mil
Real Estate

Realty Income Corp

4.47 6.1 Mil
Real Estate

Public Storage

4.37 5.9 Mil
Real Estate

Extra Space Storage Inc

3.17 4.3 Mil
Real Estate

VICI Properties Inc Ordinary Shares

2.87 3.9 Mil
Real Estate

AvalonBay Communities Inc

2.63 3.6 Mil
Real Estate