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iShares Real Estate 50 ETF – FTY ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
44.45-0.81 (-1.79%)42.10 - 50.50585.0 (Below Avg)

Market data as of 1:46PM 02/05/16. Quotes are delayed by at least 15 min.

Overview - FTY

The investment seeks to track the investment results of the FTSE NAREIT Real Estate 50 Index composed of 50 of the largest U.S. real estate equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is comprised of the 50 largest real estate investment trusts ("REITs") within the FTSE NAREIT Composite Index.

Previous Close45.26
Day's Range44.45 - 44.96
Avg Volume (10 Day)3.8K
Total Assets$74.78M
Expense Ratio0.48%
Yield (Trailing 12 Mo.)3.75%
Fund Inception05/01/2007

Trailing Total Returns - FTY

as of 01/31/2016
TimeframeFTYS&P 500Real Estate
1 Month-3.53%-4.96%-4.13%
3 Month-1.97%-6.18%-3.36%
1 Year-5.65%-0.67%-8.55%
3 Year7.13%11.30%6.10%
5 Year9.26%10.91%9.27%
10 Year--6.48%5.64%
Since Inception3.31%10.33%--

Stock Sector Allocation - FTY

as of 01/31/2016
Basic Materials
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services
Energy 0.00%
Technology 0.00%

Top Ten Holdings - FTY

as of 01/31/2016
CompanyYTD Return% of Assets

Valuation & Growth - FTY

as of 01/31/2016
ValuationFTYCategory Range
Price/Cash Flow--
Dividend Yield3.85
LT Earnings6.65
Historical Earnings18.62
Sales Growth1.36
Cash-Flow Growth15.21
Book-Value Growth4.76
Key:  Lo 

Morningstar Summary - FTY, 3 Year

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

Risk Analysis - FTY, 3 Year

Standard Deviation13.94
Sharpe Ratio0.56

Tax Analysis - FTY, 3 Year Avg

Pretax Return7.13%
Tax-adjusted Return5.45%
Tax Cost Ratio1.57%
Potential Cap Gains9.63%

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