SP Funds S&P Global REIT Sharia ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
SP Funds S&P Global REIT Sharia ETF SPRE
Morningstar’s Analysis SPRE
Will SPRE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SPRE 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 SPRE’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 79.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Prologis Inc | 12.70 | 27M | Real Estate |
Welltower Inc | 12.00 | 26M | Real Estate |
Goodman Group | 11.97 | 25M | Real Estate |
Equinix Inc | 11.83 | 25M | Real Estate |
Charter Hall Group | 5.34 | 11M | Real Estate |
Mid-America Apartment Communities Inc | 5.22 | 11M | Real Estate |
Weyerhaeuser Co | 5.15 | 11M | Real Estate |
Rayonier Inc | 5.09 | 11M | Real Estate |
Equity Lifestyle Properties Inc | 4.96 | 11M | Real Estate |
Sun Communities Inc | 4.96 | 11M | Real Estate |
United States