ETF Spotlight: SPDR Dow Jones REIT (RWR)

September 23rd at 2:00pm by Tom Lydon

REIT ETFsETF Spotlight on SPDR Dow Jones REIT (NYSEArca: RWR), part of a weekly series.

Assets: $1 billion

Objective: RWR seeks to track the Dow Jones U.S. Select REIT Index.

Holdings: RWR’s index is made up of companies whose charters are the equity ownership and operation of commercial real estate. Each REIT in the index is weighted by its float-adjusted market capitalization, according to State Street’s fact sheet on the fund. The top companies in the fund are Simon Property Group (NYSE: SPG) and Public Storage (NYSE: PSA).

What’s Good

  • This ETF delivers diverse exposure to the real estate investment trust (REIT) market, holding a mix of apartments (15.2%), health care (14%), regional malls (13%), office space (12.4%) and more.
  • This fund was down 41.5% in 2008, but since the market’s low on March 9, it has climbed more than 105%.
  • RWR’s expense ratio is 0.25%.

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The opinions and forecasts expressed herein are solely those of Tom Lydon, and may not actually come to pass. Information on this site should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any product.

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