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ALPS Active REIT ETF (REIT)

29.25 +0.20 (+0.69%)
At close: October 18 at 4:00 PM EDT
29.98 +0.73 (+2.50%)
After hours: October 18 at 4:59 PM EDT

ETF Summary

The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.

ETF Overview

Category Real Estate
Fund Family ALPS
Net Assets 39.02M
YTD Daily Total Return 14.12%
Yield 3.08%
Legal Type Exchange Traded Fund

ETF Operations

Attributes REIT Category Average
Annual Report Expense Ratio (net) 0.68% 1.14%
Holdings Turnover 68.00% 45.50%
Total Net Assets 23,260.21 23,260.21

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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