One of the smallest REIT ETFs, the fund tracks the float - adjusted, market - cap weighted IQ US Real
Estate Small Cap Index, an index of 45 different holdings.
The IQ US Real
Estate Small Cap Index is a rules based, modified capitalization weighted, float adjusted index intended to give investors a means of tracking the overall performance of small capitalization U.S. real estate companies.
The IQ US Real
Estate Small Cap Index is float adjusted market cap weighted and seeks to give investors a means of tracking the overall performance of small capitalization U.S. real estate companies.
Not exact matches
De Thomasis's portfolios may include emerging markets, foreign bonds, real - return bonds, real
estate, commodities, a blend of large and
small caps, value and growth, and traditional and fundamentally weighted
indexes.
All but two of those funds have 15 years of history; the exceptions are Vanguard FTSE All - World ex-US
Small - Cap Index Fund VFSVX, +0.03 % investing in international small - cap stocks, and Vanguard Global ex-US Real Estate Index VGXRX, -0.63 % investing in international R
Small -
Cap Index Fund VFSVX, +0.03 % investing in international small - cap stocks, and Vanguard Global ex-US Real Estate Index VGXRX, -0.63 % investing in international REI
Cap Index Fund VFSVX, +0.03 % investing in international
small - cap stocks, and Vanguard Global ex-US Real Estate Index VGXRX, -0.63 % investing in international R
small -
cap stocks, and Vanguard Global ex-US Real Estate Index VGXRX, -0.63 % investing in international REI
cap stocks, and Vanguard Global ex-US Real
Estate Index VGXRX, -0.63 % investing in international REITs.
I still have Vanguard's socially - responsible
indexed fund, as well as some
small -
cap and real
estate funds.
The presentation focuses on the equity asset classes (U.S.and international, large and
small cap, growth and value and real
estate) every equity investor should own, how to select the best performing mutual funds, the pros and cons of
index funds, the best balance of equity and fixed income funds and how to maximize distributions in retirement without taking the risk of running out of money.
The IFA
Indexes Times Series Construction goes back to January 1928 and consistently reflects a tilt towards
small cap and value equities over time, with an increasing diversification to international markets, emerging markets and real
estate investment trusts as data became available.
: 1.56 % Intermediate - / Long - Term / U.S. Bond
Index (Barclays & S&P US Aggregate Bond): 7.84 % High - Yield (junk) Bond
Index (Barclays High - Yield Corporate Bond): 4.98 % Int» l (not global) Bond
Index (Citi WGBI Non-USD Bond): 5.17 % Emerging Markets Bond (Citi EMBI
Capped Brady): -13.96 % Large -
cap Value
Index (Russell 1000 Value): 0.39 % Large -
cap Growth
Index (Russell 1000 Growth): 2.64 % Mid-
cap Index (Russell Mid-
cap): -1.55 %
Small -
cap Index (Russell 2000): -4.18 % Technology (DJ US Technology Trust USD): 0.16 % Biotech / Health Care
Index (DJ Healthcare): 11.75 % Micro-
cap Index (Bridgeway Ultra-
Small Company Market): -7.86 % Internet
Index (First Trust Dow Jones Internet
Index): -5.82 % Int» l All -
cap Index (MSCI EAFE USD): -12.14 % Int» l
Small -
cap Index (MSCI EAFE
Small -
cap NR USD): -15.94 % Emerging Markets
Index (MSCI EM USD): -18.42 % Real
Estate Index (FTSE NAREIT All REITs): 7.28 % Tangibles
Index (Goldman Sachs Natural Resources): -7.35 %
The
indices used for each asset class are: core real
estate, NCREIF Property
Index, listed REITs, FTSE NAREIT Equity REITs Index; government bonds, Bank of America Merrill Lynch Treasury Master; corporate bonds Baa - rated, Barclays US Aggregate Corporate Intermediate; large - capitalization stocks, Russell 1000 index; small - cap stocks, Russell 2000 Index; commodities, S&P GSCI Commodity I
Index, listed REITs, FTSE NAREIT Equity REITs
Index; government bonds, Bank of America Merrill Lynch Treasury Master; corporate bonds Baa - rated, Barclays US Aggregate Corporate Intermediate; large - capitalization stocks, Russell 1000 index; small - cap stocks, Russell 2000 Index; commodities, S&P GSCI Commodity I
Index; government bonds, Bank of America Merrill Lynch Treasury Master; corporate bonds Baa - rated, Barclays US Aggregate Corporate Intermediate; large - capitalization stocks, Russell 1000
index; small - cap stocks, Russell 2000 Index; commodities, S&P GSCI Commodity I
index;
small -
cap stocks, Russell 2000
Index; commodities, S&P GSCI Commodity I
Index; commodities, S&P GSCI Commodity
IndexIndex.