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iShares Mortgage Real Estate Capped ETF REM

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis REM

Will REM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in iShares Mortgage Real Estate Capped ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings REM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 67.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Annaly Capital Management Inc

16.40 98.7 Mil
Real Estate

AGNC Investment Corp

11.24 67.7 Mil
Real Estate

Starwood Property Trust Inc

9.40 56.6 Mil
Real Estate

Rithm Capital Corp

8.95 53.8 Mil
Real Estate

Arbor Realty Trust Inc

4.49 27.0 Mil
Real Estate

Blackstone Mortgage Trust Inc A

3.95 23.8 Mil
Real Estate

Apollo Commercial Real Estate Finance Inc

3.56 21.4 Mil
Real Estate

Ready Capital Corp

3.30 19.9 Mil
Real Estate

Two Harbors Investment Corp

3.22 19.4 Mil
Real Estate

Ladder Capital Corp Class A

3.08 18.6 Mil
Real Estate