Morningstar

iShares Developed Real Estate Index Fund Institutional Shares BIRDX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $8.35  /  +0.12 %
  • Fund Size $306.0M
  • Adjusted Expense Ratio 0.310%
  • Net Expense Ratio 0.310%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Global Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 4.91%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis BIRDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Developed Real Estate Idx Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings BIRDX

More BIRDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

8.60 26M
Real Estate

Prologis Inc

6.36 19M
Real Estate

Equinix Inc

5.15 16M
Real Estate

Digital Realty Trust Inc

3.37 10M
Real Estate

Simon Property Group Inc

3.32 10M
Real Estate

Realty Income Corp

2.62 8M
Real Estate

Public Storage

2.46 7M
Real Estate

Vivmark Residential

2.39 7M
Real Estate

Ventas Inc

2.25 7M
Real Estate

Goodman Group

1.95 6M
Real Estate

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