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FTY:NYSE Arca

iShares FTSE NAREIT Real Estate 50 Index Fund – FTY ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
45.990.25 (+0.55%)36.40 - 46.0520.7 thousand (Above Avg)

Market data as of 3:57PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - FTY

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT Real Estate 50 Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the large-capitalization real estate sector of the U.S. equity market. The underlying index is comprised of the 50 largest real estate investment trusts ("REITs") within the FTSE NAREIT Composite Index. The fund is non-diversified.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open45.99
Previous Close45.74
Day's Range45.84 - 46.01
Avg Volume (10 Day)11.0K
Total Assets$103.60M
Expense Ratio0.48%
Yield (Trailing 12 Mo.)3.11%
Fund Inception05/01/2007

Trailing Total Returns - FTY

as of 04/30/2013
TimeframeFTYS&P 500Real Estate
1 Month6.38%1.93%5.60%
3 Month10.27%7.18%10.78%
Year-to-Date13.95%12.74%16.07%
1 Year18.73%16.89%22.11%
3 Year16.81%12.80%16.46%
5 Year6.52%5.21%5.51%
10 Year--7.88%11.83%
Since Inception2.98%10.38%--

Stock Sector Allocation - FTY

as of 04/30/2013
Basic Materials
 
1.44%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
 
92.10%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials 0.00%
Technology
 
6.45%

Top Ten Holdings - FTY

as of 04/30/2013
CompanyYTD Return% of Assets
SPG12.42%9.82%
AMT8.96%6.45%
HCP19.21%4.68%
PSA14.62%4.57%
VTR23.79%4.52%
HCN23.72%3.77%
PLD15.62%3.74%
EQR1.11%3.61%
WY8.95%3.21%
BXP3.36%3.19%

Valuation & Growth - FTY

as of 04/30/2013
ValuationFTYCategory Range
Price/Earnings34.54
Price/Book2.57
Price/Sales7.51
Price/Cash Flow--
Dividend Yield4.03
LT Earnings5.93
Historical Earnings22.16
Sales Growth-2.34
Cash-Flow Growth7.12
Book-Value Growth4.88
Key:  Lo 
 Hi

Morningstar Summary - FTY, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskLow
ReturnAbove Avg
Key:  Lo 
 Hi

Risk Analysis - FTY, 3 Year

Beta0.79
Standard Deviation15.75
Alpha8.51
Sharpe Ratio1.06
Mean18.16
R-Squared69.69

Tax Analysis - FTY, 3 Year Avg

Pretax Return16.81%
Tax-adjusted Return15.28%
Tax Cost Ratio1.30%
Potential Cap Gains11.95%

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