FRI 📈 First Trust S&P REIT - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33734G1085 • Real Estate
FRI: Real Estate, Investment, Trusts, Properties, Buildings, Rents
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index seeks to measure the performance of publicly-traded REITs domiciled in the United States that meet certain eligibility requirements. ‣ Company URL: http://www.ftportfolios.com/ ‣ Domicile: United States
Additional Sources for FRI ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FRI ETF Overview
| Market Cap in USD | 187m |
| Category | Real Estate |
| TER | 0.50% |
| IPO / Inception | 2007-05-08 |
FRI ETF Ratings
| Growth 5y | 34.7% |
| Fundamental | - |
| Dividend | 49.9% |
| Rel. Strength Industry | 13.1 |
| Analysts | - |
| Fair Price Momentum | 25.40 USD |
| Fair Price DCF | - |
FRI Dividends
| Dividend Yield 12m | 1.75% |
| Yield on Cost 5y | 2.11% |
| Annual Growth 5y | 7.38% |
| Payout Consistency | 92.8% |
FRI Growth Ratios
| Growth Correlation 3m | -27.6% |
| Growth Correlation 12m | 77.2% |
| Growth Correlation 5y | 49.2% |
| CAGR 5y | 3.79% |
| CAGR/Mean DD 5y | 0.26 |
| Sharpe Ratio 12m | 0.18 |
| Alpha | -21.99 |
| Beta | 1.10 |
| Volatility | 24.79% |
| Current Volume | 98.2k |
| Average Volume 20d | 54.5k |
What is the price of FRI stocks?
As of December 22, 2024, the stock is trading at USD 27.15 with a total of 98,200 shares traded.
Over the past week, the price has changed by -4.40%, over one month by -6.89%, over three months by -7.90% and over the past year by +7.31%.
As of December 22, 2024, the stock is trading at USD 27.15 with a total of 98,200 shares traded.
Over the past week, the price has changed by -4.40%, over one month by -6.89%, over three months by -7.90% and over the past year by +7.31%.
Is First Trust S&P REIT a good stock to buy?
Neither. Based on ValueRay Analyses, First Trust S&P REIT is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 34.67 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FRI as of December 2024 is 25.40. This means that FRI is currently overvalued and has a potential downside of -6.45%.
Neither. Based on ValueRay Analyses, First Trust S&P REIT is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 34.67 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FRI as of December 2024 is 25.40. This means that FRI is currently overvalued and has a potential downside of -6.45%.
Is FRI a buy, sell or hold?
First Trust S&P REIT has no consensus analysts rating.
First Trust S&P REIT has no consensus analysts rating.
What are the forecast for FRI stock price target?
According to ValueRays Forecast Model, FRI First Trust S&P REIT will be worth about 28.3 in December 2025. The stock is currently trading at 27.15. This means that the stock has a potential upside of +4.38%.
According to ValueRays Forecast Model, FRI First Trust S&P REIT will be worth about 28.3 in December 2025. The stock is currently trading at 27.15. This means that the stock has a potential upside of +4.38%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 28.3 | 4.4% |