SP Funds S&P Global REIT Sharia ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
SP Funds S&P Global REIT Sharia ETF SPRE
Morningstar’s Analysis SPRE
Will SPRE 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 79.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Goodman Group | 13.28 | 26M | Real Estate |
Welltower Inc | 13.16 | 26M | Real Estate |
Equinix Inc | 12.32 | 24M | Real Estate |
Sun Communities Inc | 10.62 | 21M | Real Estate |
Charter Hall Group | 5.31 | 10M | Real Estate |
Weyerhaeuser Co | 5.00 | 10M | Real Estate |
EastGroup Properties Inc | 4.97 | 10M | Real Estate |
Terreno Realty Corp | 4.90 | 10M | Real Estate |
Equity Lifestyle Properties Inc | 4.87 | 9M | Real Estate |
Janus Living Inc Ordinary Shares - Class A-1 | 4.68 | 9M | Real Estate |