First Trust S&P REIT Index Fund
Shareclass
First Trust S&P REIT ETF (FRI)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 374 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
First Trust S&P REIT Index Fund FRI
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Welltower Inc8.27% of assets$12.09M invested
- 2. VICI Properties Inc Ordinary Shares3% of assets$4.39M invested
- 3. Ventas Inc2.73% of assets$3.99M invested
- 4. Omega Healthcare Investors Inc0.98% of assets$1.43M invested
- 5. Sabra Health Care REIT Inc0.38% of assets$549,352 invested
- 6. Essex Property Trust Inc1.6% of assets$2.33M invested
- 7. AvalonBay Communities Inc2.65% of assets$3.88M invested
- 8. Equinix Inc7.45% of assets$10.9M invested
- 9. Essential Properties Realty Trust Inc0.54% of assets$785,463 invested
- 10. Healthcare Realty Trust Inc0.49% of assets$715,933 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Stag Industrial Inc0.55% of assets$801,605 invested
- 2. Lamar Advertising Co Class A0.89% of assets$1.3M invested
- 3. American Healthcare REIT Inc Ordinary Shares0.44% of assets$642,727 invested
- 4. COPT Defense Properties0.26% of assets$382,015 invested
- 5. Highwoods Properties Inc0.27% of assets$398,160 invested
- 6. Apple Hospitality REIT Inc0.23% of assets$341,636 invested
- 7. Urban Edge Properties0.2% of assets$294,902 invested
- 8. National Health Investors Inc0.31% of assets$447,134 invested
- 9. Americold Realty Trust Inc0.45% of assets$657,927 invested
- 10. Outfront Media Inc0.19% of assets$271,145 invested
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Financial performance
Performance data provided by
Find more financial data on FRI at Morningstar.com
Find more financial data on FRI at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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