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Morningstar

First Trust S&P REIT ETF FRI

Morningstar Medalist Rating
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.

  • 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

10.84 11.8 Mil
Real Estate

Equinix Inc

7.12 7.8 Mil
Real Estate

Welltower Inc

4.72 5.2 Mil
Real Estate

Simon Property Group Inc

4.56 5.0 Mil
Real Estate

Realty Income Corp

4.32 4.7 Mil
Real Estate

Public Storage

4.24 4.6 Mil
Real Estate

Digital Realty Trust Inc

4.22 4.6 Mil
Real Estate

Extra Space Storage Inc

2.93 3.2 Mil
Real Estate

VICI Properties Inc Ordinary Shares

2.87 3.1 Mil
Real Estate

AvalonBay Communities Inc

2.60 2.8 Mil
Real Estate