JPMorgan BetaBuilders MSCI U.S. REIT ETF
Shareclass
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE)
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: 377 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
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.
JPMorgan BetaBuilders MSCI U.S. REIT ETF BBRE
Environment
Social
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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 Inc6.94% of assets$62.41M invested
- 2. VICI Properties Inc Ordinary Shares2.94% of assets$26.42M invested
- 3. Ventas Inc2.58% of assets$23.17M invested
- 4. Omega Healthcare Investors Inc0.85% of assets$7.68M invested
- 5. Sabra Health Care REIT Inc0.4% of assets$3.62M invested
- 6. Essex Property Trust Inc1.87% of assets$16.8M invested
- 7. AvalonBay Communities Inc2.81% of assets$25.24M invested
- 8. Equinix Inc6.2% of assets$55.81M invested
- 9. Healthcare Realty Trust Inc0.62% of assets$5.6M invested
- 10. Essential Properties Realty Trust Inc0.46% of assets$4.13M 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 Inc0.63% of assets$5.64M invested
- 2. American Healthcare REIT Inc Ordinary Shares0.25% of assets$2.29M invested
- 3. COPT Defense Properties0.31% of assets$2.78M invested
- 4. Highwoods Properties Inc0.32% of assets$2.85M invested
- 5. Apple Hospitality REIT Inc0.28% of assets$2.54M invested
- 6. Urban Edge Properties0.23% of assets$2.09M invested
- 7. National Health Investors Inc0.33% of assets$2.94M invested
- 8. Americold Realty Trust Inc0.56% of assets$5.04M invested
- 9. Innovative Industrial Properties Inc0.16% of assets$1.42M invested
- 10. CubeSmart0.91% of assets$8.22M invested
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Financial performance
Performance data provided by
Find more financial data on BBRE at Morningstar.com
Find more financial data on BBRE 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.
Benchmarking tool
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