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 74.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Annaly Capital Management Inc | 22.17 | 101M | Real Estate |
AGNC Investment Corp | 15.70 | 72M | Real Estate |
Starwood Property Trust Inc | 6.74 | 31M | Real Estate |
Rithm Capital Corp | 5.07 | 23M | Real Estate |
Ellington Financial Inc | 4.78 | 22M | Real Estate |
Dynex Capital Inc | 4.68 | 21M | Real Estate |
ARMOUR Residential REIT Inc | 4.30 | 20M | Real Estate |
Blackstone Mortgage Trust Inc Class A | 4.14 | 19M | Real Estate |
Ladder Capital Corp Class A | 3.48 | 16M | Real Estate |
Orchid Island Capital Inc | 3.39 | 15M | Real Estate |