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.
iShares Mortgage Real Estate Capped ETF REM
Morningstar’s Analysis REM
Will REM 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 72.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Annaly Capital Management Inc | 22.28 | 120M | Real Estate |
AGNC Investment Corp | 14.76 | 80M | Real Estate |
Starwood Property Trust Inc | 7.68 | 41M | Real Estate |
Dynex Capital Inc | 4.49 | 24M | Real Estate |
Blackstone Mortgage Trust Inc Class A | 4.42 | 24M | Real Estate |
Rithm Capital Corp | 4.41 | 24M | Real Estate |
ARMOUR Residential REIT Inc | 4.27 | 23M | Real Estate |
Ellington Financial Inc | 3.61 | 19M | Real Estate |
Apollo Commercial Real Estate Finance Inc | 3.37 | 18M | Real Estate |
Two Harbors Investment Corp | 2.86 | 15M | Real Estate |
United States