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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
38.43-0.34 (-0.87%)28.99 - 39.822.3 thousand (Below Avg)

Market data as of 3:50PM 05/16/12. 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 fund invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The index measures the performance of the large-capitalization real estate sector of the U.S. equity market. It is comprised of the 50 largest real estate investment trusts within the FTSE NAREIT Composite index. The fund is non-diversified.

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

Open38.77
Previous Close38.77
Day's Range38.39 - 38.77
Avg Volume (10 Day)3.9K
Total Assets$53.51M
Expense Ratio0.48%
Yield (Trailing 12 Mo.)3.73%
Fund Inception05/01/2007

Trailing Total Returns - FTY

as of 03/31/2012
TimeframeFTYS&P 500Real Estate
1 Month4.37%-0.63%2.68%
3 Month9.65%7.08%6.48%
Year-to-Date9.65%11.88%13.96%
1 Year10.98%4.76%8.08%
3 Year39.90%19.46%29.72%
5 Year--1.01%-0.41%
10 Year--4.71%10.04%
Since Inception-0.57%10.23%--

Stock Sector Allocation - FTY

as of 03/31/2012
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
 
92.60%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services
 
6.10%
Energy 0.00%
Industrials
 
1.30%
Technology 0.00%

Top Ten Holdings - FTY

as of 03/31/2012
CompanyYTD Return% of Assets
SPG14.70%10.57%
AMT6.67%6.09%
EQR10.31%4.49%
PSA4.06%4.30%
PLD27.77%4.03%
VTR5.04%4.00%
HCP-2.75%3.90%
BXP6.18%3.78%
VNO10.93%3.78%
NLY2.88%3.74%

Valuation & Growth - FTY

as of 03/31/2012
ValuationFTYCategory Range
Price/Earnings34.06
Price/Book2.23
Price/Sales6.36
Price/Cash Flow--
Dividend Yield4.8
LT Earnings5.74
Historical Earnings4.61
Sales Growth-5.61
Cash-Flow Growth-18.31
Book-Value Growth2.91
Key:  Lo 
 Hi

Morningstar Summary - FTY, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 
 Hi

Risk Analysis - FTY, 3 Year

Beta1.20
Standard Deviation24.14
Alpha9.79
Sharpe Ratio1.52
Mean43.58
R-Squared64.73

Tax Analysis - FTY, 3 Year Avg

Pretax Return39.90%
Tax-adjusted Return38.03%
Tax Cost Ratio1.33%
Potential Cap Gains6.54%

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