Skip to Content
Morningstar

SPDR® Dow Jones REIT ETF RWR

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis RWR

Will RWR 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 RWR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

SPDR ® Dow Jones REIT ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWR

More RWR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.40 157.2 Mil
Real Estate

Equinix Inc

7.40 102.1 Mil
Real Estate

Welltower Inc

4.97 68.5 Mil
Real Estate

Simon Property Group Inc

4.86 67.0 Mil
Real Estate

Realty Income Corp

4.67 64.3 Mil
Real Estate

Public Storage

4.57 63.0 Mil
Real Estate

Digital Realty Trust Inc

4.53 62.4 Mil
Real Estate

Extra Space Storage Inc

3.14 43.3 Mil
Real Estate

AvalonBay Communities Inc

2.84 39.2 Mil
Real Estate

Equity Residential

2.31 31.9 Mil
Real Estate