Morningstar

iShares Mortgage Real Estate Capped ETF REM

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis REM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Mortgage Real Estate Capped 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
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Portfolio Holdings REM

More REM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Annaly Capital Management Inc

22.83 103M
Real Estate

AGNC Investment Corp

15.96 72M
Real Estate

Starwood Property Trust Inc

6.77 30M
Real Estate

Rithm Capital Corp

5.28 24M
Real Estate

Ellington Financial Inc

4.80 22M
Real Estate

Dynex Capital Inc

4.72 21M
Real Estate

Blackstone Mortgage Trust Inc Class A

4.43 20M
Real Estate

ARMOUR Residential REIT Inc

4.35 20M
Real Estate

Ladder Capital Corp Class A

3.54 16M
Real Estate

Orchid Island Capital Inc

3.33 15M
Real Estate

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