NURENuveen Short-Term REIT ETF

Beat inflation Get income9y track recordRanked #83 of 114 in this goal

Seeks to track the investment results of the Dow Jones U.S. Select Short-Term REIT Index.

By Nuveen · Launched 2016

Annual Cost

0.36%

#1,826 of 5,562 · low cost

Fund Size

$34M

#3,925 of 5,562 · small

Return (1Y)Goal

+10.8%

Track Record

9 years

#1,518 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,947+9.5%

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

Dow Jones US Select Short-Term REIT Index

What it actually holds

By weight

Concentration

Top 10 holdings = 50.5% of fundmoderately concentrated

Camden Property Trust

5.2%

Mid-America Apartment Communities Inc

5.1%

Invitation Homes Inc

5.1%

UDR Inc

5.1%

American Homes 4 Rent

5.1%

Equity Residential

5.1%

AvalonBay Communities Inc

5.0%

Essex Property Trust Inc

5.0%

Sun Communities Inc

4.9%

Equity LifeStyle Properties Inc

4.9%

Asset allocation

Stocks

100.0%

By sector

Real Estate

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.0%Moderate

Year-on-year price swings

Max drawdown

-46.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.18Below average

Sortino (3Y)

0.26Moderate downside risk

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of the Dow Jones U.S. Select Short-Term REIT Index.
Strategy: Invests primarily in REITs that make up the Index, holding each in approximately the same proportion as its weighting. The Index selects REITs from the Base Index that concentrate in sectors with shorter lease durations, rebalancing quarterly.
Inception date: December 19, 2016
Fund family: Nuveen