IShares Core is selling for under 62.76 as of the 28th of November 2024; that is 0.71 percent increase since the beginning of the trading day. The etf's last reported lowest price was 62.66. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares Core REIT are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Core REIT
Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer Agent
The Bank of New York Mellon Corporation
Fiscal Year End
30-Apr
Exchange
NYSE Arca, Inc.
Number of Constituents
138
Market Maker
Citadel
Total Expense
0.08
Management Fee
0.08
Country Name
USA
Returns Y T D
17.08
Name
iShares Core U.S. REIT ETF
Currency Code
USD
Open Figi
BBG000R72F62
In Threey Volatility
21.21
1y Volatility
18.6
200 Day M A
55.9241
50 Day M A
60.8638
Code
USRT
Updated At
27th of November 2024
Currency Name
US Dollar
iShares Core REIT [USRT] is traded in USA and was established 2007-05-01. The fund is listed under Real Estate category and is part of iShares family. The entity is thematically classified as Sector ETFs. iShares Core REIT at this time have 1.78 B in net assets. , while the total return for the last 3 years was 2.6%.
Check IShares Core Probability Of Bankruptcy
iShares Core REIT Currency Exposure
iShares Core REIT holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Core will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Core REIT.
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares Core REIT is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Core Reit Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Core Reit Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Core REIT. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of iShares Core REIT is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Core's market value can be influenced by many factors that don't directly affect IShares Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.