INDSPacer Benchmark Industrial Real Estate SCTR ETF

Grow my money8y track recordRanked #1,320 of 2,960 in this goal

Seeks to track the total return performance of the Solactive GPR Industrial Real Estate Index.

By Pacer · Launched 2018

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$114M

#2,810 of 5,562 · mid-size

Return (1Y)Goal

+11.9%

Track Record

8 years

#1,738 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,242+12.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets

Index tracked

Solactive GPR Industrial Real Estate Index

What it actually holds

By weight

Concentration

Top 10 holdings = 89.9% of fundconcentrated

Mount Vernon Liquid Assets Portfolio, LLC

21.2%

Prologis Inc

16.1%

Public Storage

14.3%

Extra Space Storage Inc

13.6%

Segro PLC

5.0%

WP Carey Inc

4.3%

Rexford Industrial Realty Inc

4.3%

EastGroup Properties Inc

4.1%

CubeSmart

3.8%

First Industrial Realty Trust

3.2%

Asset allocation

Stocks

97.5%

Other

2.3%

Cash

0.1%

By sector

Real Estate

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.6%Moderate

Year-on-year price swings

Max drawdown

-40.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.11Below average

Sortino (3Y)

0.16Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the total return performance of the Solactive GPR Industrial Real Estate Index.
Strategy: Employs a passive management approach designed to track the total return performance of the Index, which measures the industrial real estate sector in the U.S. The Fund invests primarily in companies deriving at least 50% of revenues from industrial real estate operations.
Inception date: May 14, 2018
Fund family: Pacer