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
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 73.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Annaly Capital Management Inc | 21.99 | 100M | Real Estate |
AGNC Investment Corp | 15.34 | 70M | Real Estate |
Starwood Property Trust Inc | 6.77 | 31M | Real Estate |
Ellington Financial Inc | 4.71 | 21M | Real Estate |
Rithm Capital Corp | 4.70 | 21M | Real Estate |
Dynex Capital Inc | 4.61 | 21M | Real Estate |
ARMOUR Residential REIT Inc | 4.56 | 21M | Real Estate |
Blackstone Mortgage Trust Inc Class A | 4.26 | 19M | Real Estate |
Orchid Island Capital Inc | 3.38 | 15M | Real Estate |
Ladder Capital Corp Class A | 3.25 | 15M | Real Estate |