The entire portfolio is dedicated to investing in small and microcap names in the U.S. Real Estate space, with top holdings in lesser known REIT names such as IVR (Invesco Mortgage Capital) 5.02%, ARMOUR Residential REIT (4.33%) and Newcastle Investment Corporation (NCT, 4.30%). Currently forty nine individual companies in the space are owned within ROOF, and the fund has a yield of 4.48% which likely has its appeal to yield oriented investors (compared to IYR’s 3.52% yield and VNQ’s 3.37% yield).
IndexIQ Real Estate Small Cap
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