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REM:NYSE Arca

iShares FTSE NAREIT Mortgage Plus Capped Index Fund – REM ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.960.00 (0.00%)12.85 - 15.861.2 thousand (Below Avg)

Market data as of 4:00PM 05/20/13. Quotes are delayed by at least 15 min.

Overview - REM

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT All Mortgage Capped 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 residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. The fund is non-diversified.

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

Open--
Previous Close14.96
Day's Range-- - --
Avg Volume (10 Day)1.4M
Total Assets$1.26B
Expense Ratio0.48%
Yield (Trailing 12 Mo.)11.05%
Fund Inception05/01/2007

Trailing Total Returns - REM

as of 04/30/2013
TimeframeREMS&P 500Real Estate
1 Month0.90%1.93%5.60%
3 Month8.04%7.18%10.78%
Year-to-Date18.47%12.74%16.07%
1 Year26.63%16.89%22.11%
3 Year12.79%12.80%16.46%
5 Year2.34%5.21%5.51%
10 Year--7.88%11.83%
Since Inception-7.62%10.38%--

Stock Sector Allocation - REM

as of 04/30/2013
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
 
100.00%
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 - REM

as of 04/30/2013
CompanyYTD Return% of Assets
NLY15.95%21.09%
AGNC18.58%17.69%
STWD19.90%6.09%
TWO17.35%4.63%
CIM27.97%4.54%
MFA22.93%4.38%
NCT32.14%4.01%
IVR10.50%3.99%
HTS11.53%3.78%
ARR3.86%3.39%

Valuation & Growth - REM

as of 04/30/2013
ValuationREMCategory Range
Price/Earnings8.14
Price/Book1.10
Price/Sales6.19
Price/Cash Flow--
Dividend Yield13.23
LT Earnings4.01
Historical Earnings-5.95
Sales Growth-6.77
Cash-Flow Growth310.85
Book-Value Growth1.74
Key:  Lo 
 Hi

Morningstar Summary - REM, 3 Year

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

Risk Analysis - REM, 3 Year

Beta0.56
Standard Deviation12.96
Alpha6.96
Sharpe Ratio0.99
Mean13.76
R-Squared52.01

Tax Analysis - REM, 3 Year Avg

Pretax Return12.79%
Tax-adjusted Return8.68%
Tax Cost Ratio3.64%
Potential Cap Gains4.75%

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