REM ETF ANALYSIS

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REM ETF FUNDAMENTALS
REM ETF PERFORMANCE

REM ISSUER

The iShares Mortgage Real Estate ETF (REM) is managed by BlackRock Fund Advisors (BFA). REM aims to track the FTSE Nareit All Mortgage Capped Index, which measures the performance of the residential and commercial mortgage real estate, mortgage finance, and savings associations sectors.

REM DIVIDEND

The iShares Mortgage Real Estate ETF (REM) primarily aims to track the FTSE Nareit All Mortgage Capped Index, focusing on the performance of the residential and commercial mortgage real estate, mortgage finance, and savings associations sectors in the U.S. equity market. While dividends may not be its central focus, the ETF's dividend distribution closely aligns with the constituent companies' individual dividend policies and performances within the underlying index. These distributions are generally made on a regular basis, and as of March 31, 2023, the Underlying Index includes 33 component securities, primarily represented by Real Estate Investment Trusts (REITs). Investors in REM may appreciate the potential for both capital appreciation and dividend returns.

REM TRACKING

The iShares Mortgage Real Estate ETF (REM) seeks to track the investment results of the FTSE Nareit All Mortgage Capped Index, which is designed to measure the performance of the residential and commercial mortgage real estate, mortgage finance, and savings associations sectors within the U.S. equity market. This index primarily invests in Real Estate Investment Trusts (REITs) and may include companies from the mortgage finance and savings associations sectors if the number of constituents falls below 20. The index provider, FTSE, determines the composition and weightings of the securities in the index, with a focus on maintaining an investment profile similar to the underlying index. REM aims to provide investors with exposure to the mortgage real estate sector while effectively tracking its benchmark index.

REM CORRELATION

The correlation aspect of the iShares Mortgage Real Estate ETF (REM) is essential for investors looking to understand its behavior in relation to the U.S. mortgage real estate sector. REM seeks to track the performance of the FTSE Nareit All Mortgage Capped Index, which measures the performance of residential and commercial mortgage real estate, mortgage finance, and savings associations sectors. Given its specific focus, REM's correlation with the mortgage real estate sector is expected to be high, making it a valuable tool for investors interested in this sector. To study REM's correlations in-depth and access valuable data on its performance, investors can utilize the ETF Insider web app, which offers simple visualization tools and insights into overlap with other US ETFs.

REM SECTOR

The iShares Mortgage Real Estate ETF (REM) is primarily focused on the residential and commercial mortgage real estate sector, as well as the mortgage finance and savings associations sectors within the U.S. equity market. The ETF seeks to replicate the performance of the FTSE Nareit All Mortgage Capped Index, which includes real estate investment trusts (REITs) and companies related to mortgage finance and savings associations. As of the latest available data, REM offers exposure to these sectors, which can provide investors with income and potential for capital appreciation, though it may be sensitive to interest rate changes and economic conditions.

REM EXPOSURE

The exposure characteristic of the iShares Mortgage Real Estate ETF (REM) is centered around the residential and commercial mortgage real estate, mortgage finance, and savings associations sectors within the U.S. equity market. This ETF seeks to track the FTSE Nareit All Mortgage Capped Index, which primarily comprises Real Estate Investment Trusts (REITs). As of its last update in March 2023, REM''s portfolio consists of approximately 100% REITs, representing various companies in the mortgage real estate sector. By investing in REM, investors gain access to these sectors, which are crucial components of the U.S. real estate and financial markets.

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