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SPDR┬« Dow Jones REIT ETF – RWR ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
93.82-0.55 (-0.58%)76.11 - 100.11186.5 thousand (Below Avg)

Market data as of 3:59PM 03/26/15. Quotes are delayed by at least 15 min.

Overview - RWR

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the Dow Jones U.S. Select REIT Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate. The fund is non-diversified.

Previous Close94.37
Day's Range93.50 - 94.36
Avg Volume (10 Day)269.4K
Total Assets$3.28B
Expense Ratio0.25%
Yield (Trailing 12 Mo.)2.98%
Fund Inception04/23/2001

Trailing Total Returns - RWR

as of 02/28/2015
TimeframeRWRS&P 500Real Estate
1 Month-3.59%5.75%-2.55%
3 Month4.62%2.31%3.76%
1 Year23.81%15.51%20.24%
3 Year14.91%18.00%14.48%
5 Year17.45%16.18%16.14%
10 Year8.91%7.99%8.64%
Since Inception11.77%10.71%--

Stock Sector Allocation - RWR

as of 02/28/2015
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials 0.00%
Technology 0.00%

Top Ten Holdings - RWR

as of 02/28/2015
CompanyYTD Return% of Assets

Valuation & Growth - RWR

as of 02/28/2015
ValuationRWRCategory Range
Price/Cash Flow--
Dividend Yield3.74
LT Earnings6.38
Historical Earnings24.84
Sales Growth1.72
Cash-Flow Growth11.85
Book-Value Growth3.21
Key:  Lo 

Morningstar Summary - RWR, 3 Year

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

Risk Analysis - RWR, 3 Year

Standard Deviation13.69
Sharpe Ratio1.08

Tax Analysis - RWR, 3 Year Avg

Pretax Return14.91%
Tax-adjusted Return13.41%
Tax Cost Ratio1.30%
Potential Cap Gains13.32%

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