XLRI
The Real Estate Select Sector SPDR Premium Income Fund
📎 Investment Objective
The Real Estate Select Sector SPDR Premium Income Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index.
Overview
ETF tracking The Real Estate Select Sector SPDR Premium Income Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Real Estate Select Sector SPDR Premium Income Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index.
🎯 Investment Strategy
The fund invests substantially all of its assets in the securities included in the Real Estate Select Sector Index, which includes companies from the following industries: real estate management and development and real estate investment trusts (REITs).
✨ Key Features
- Provides exposure to the real estate sector of the S&P 500 Index
- Focuses on companies involved in real estate management, development, and REITs
- Designed to track the performance of the Real Estate Select Sector Index
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the fund is focused on the real estate sector
- Sensitivity to interest rate changes that can impact real estate valuations
- Potential volatility due to the cyclical nature of the real estate market
- Risks associated with investing in REITs and real estate companies
👤 Best For
This ETF may be suitable for investors seeking exposure to the real estate sector as part of a diversified portfolio. It could be of interest to investors with a medium to long-term investment horizon who are comfortable with the risks associated with the real estate market.
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