RITAETFB Green SRI REITs ETF

Get income4y track recordRanked #1,316 of 1,706 in this goal

Tracks the performance of the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index.

By Rita ETF · Launched 2021

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$7M

#5,158 of 6,040 · small

Return (1Y)

+8.5%

Track Record

4 years

#2,514 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,865+8.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Real estate

Focus

ESG, Real Assets, Faith Based

Index tracked

FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index

Holdings

By weight

Concentration

Top 10 holdings = 70.7% of fundconcentrated

Welltower Inc

14.1%

Prologis Inc

13.1%

Simon Property Group Inc

12.0%

Digital Realty Trust Inc

9.6%

AvalonBay Communities Inc

4.6%

Equity Residential

4.5%

Ventas Inc

3.7%

Stockland

3.2%

Vicinity Ltd

3.1%

EastGroup Properties Inc

2.8%

Asset allocation

Stocks

98.1%

Cash

1.0%

Other

0.9%

By sector

Real Estate

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.5%Moderate

Year-on-year price swings

Max drawdown

-35.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.24Below average

Sortino (3Y)

0.35Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index.
Strategy: Uses a passive management approach to track the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index, investing primarily in exchange-listed REITs in developed markets that meet SRI and green investing criteria. Generally employs a replication strategy, investing in all component securities in approximate proportions to the Index.
Inception date: December 8, 2021
Fund family: Rita ETF

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Next steps

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Data updated on 2026-09-18