JPMorgan BetaBuilders MSCI US REIT (BBRE)
Performance
The fund's own total return, a year on average over the longer periods; volatility is the yearly standard deviation of its returns.
Volatility 16.5% over one year, 16.0% over three; Sharpe ratio over three years 0.49.
Largest components
| WELLWelltower Inc | 13.10% | Real Estate | |
| PLDPrologis Inc | 8.58% | Real Estate | |
| SPGSimon Property Group Inc | 4.56% | Real Estate | |
| DLRDigital Realty Trust Inc | 4.32% | Real Estate | |
| EQIXEquinix Inc | 4.10% | Real Estate | |
| PSAPublic Storage | 4.08% | Real Estate | |
| ORealty Income Corporation | 3.91% | Real Estate | |
| EQREquity Residential | 3.64% | Real Estate | |
| VTRVentas Inc | 3.09% | Real Estate | |
| IRMIron Mountain Incorporated | 2.78% | Real Estate |
Sectors
Regions
Asset classes
About the fund
- Issuer
- JPMorgan
- Since
- 2018-06-15
- Listed on
- BATS
- ISIN
- US46641Q7381
- Turnover
- 5% a year
The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is a free-float adjusted market-cap weighted index designed to measure the performance of U.S. equity real estate investment trust (REIT) securities. The fund may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index.
From the market data provider's fund data, read 2026-10-19. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.