The Real Estate Select Sector SPDR® Fund
Shareclass
The Real Estate Select Sector SPDR® (XLRE)
Type
Exchange-traded fund
Manager
Gender equality score
54
/ 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: 199 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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.
The Real Estate Select Sector SPDR® Fund XLRE
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 Inc8.72% of assets$640.96M invested
- 2. VICI Properties Inc Ordinary Shares3.17% of assets$232.73M invested
- 3. Ventas Inc2.87% of assets$211.22M invested
- 4. American Tower Corp9.88% of assets$726.23M invested
- 5. Essex Property Trust Inc1.68% of assets$123.69M invested
- 6. AvalonBay Communities Inc2.8% of assets$205.67M invested
- 7. Equinix Inc7.86% of assets$577.62M invested
- 8. Host Hotels & Resorts Inc0.93% of assets$68.05M invested
- 9. Camden Property Trust1.14% of assets$83.71M invested
- 10. Equity Residential2.25% of assets$165.55M 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. UDR Inc1.18% of assets$86.94M invested
- 2. Simon Property Group Inc4.53% of assets$332.79M invested
- 3. Public Storage4.44% of assets$326.46M invested
- 4. SBA Communications Corp Class A2.46% of assets$180.45M invested
- 5. Digital Realty Trust Inc4.77% of assets$350.26M invested
- 6. Kimco Realty Corp1.27% of assets$93.61M invested
- 7. BXP Inc0.87% of assets$63.85M invested
- 8. Extra Space Storage Inc2.91% of assets$214.16M invested
- 9. CoStar Group Inc2.93% of assets$215.51M invested
- 10. Alexandria Real Estate Equities Inc1.05% of assets$77.17M invested
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Financial performance
Performance data provided by
Find more financial data on XLRE at Morningstar.com
Find more financial data on XLRE 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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