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: 201 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 Inc8.6% of assets$640.7M invested
- 2. VICI Properties Inc Ordinary Shares3.17% of assets$236.08M invested
- 3. Ventas Inc2.77% of assets$206.36M invested
- 4. American Tower Corp9.37% of assets$697.95M invested
- 5. Essex Property Trust Inc1.81% of assets$135.02M invested
- 6. AvalonBay Communities Inc2.81% of assets$209.34M invested
- 7. Equinix Inc7.31% of assets$544.78M invested
- 8. Host Hotels & Resorts Inc0.91% of assets$68.08M invested
- 9. Camden Property Trust1.2% of assets$89.42M invested
- 10. Equity Residential2.25% of assets$167.96M 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 Inc1.25% of assets$93.21M invested
- 2. Simon Property Group Inc4.69% of assets$349.65M invested
- 3. Public Storage4.35% of assets$323.77M invested
- 4. SBA Communications Corp Class A2.18% of assets$162.42M invested
- 5. Digital Realty Trust Inc4.18% of assets$311.26M invested
- 6. Kimco Realty Corp1.33% of assets$99.18M invested
- 7. BXP Inc0.9% of assets$67.01M invested
- 8. Extra Space Storage Inc2.9% of assets$216.1M invested
- 9. CoStar Group Inc3.08% of assets$229.23M invested
- 10. Alexandria Real Estate Equities Inc1.31% of assets$97.68M 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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