(REZ) iShares Residential and - Ratings and Ratios

The iShares Residential and Multisector Real Estate ETF, listed on NYSE ARCA under the ticker REZ, is designed to track the performance of a specific segment of the U.S. real estate market. It primarily invests in a portfolio of securities that are part of its underlying index, which focuses on residential apartments, manufactured homes, healthcare facilities, and self-storage properties. This allocation typically accounts for at least 80% of the fund's total assets, providing exposure to these key sectors within the real estate industry.

For the remaining portion of its assets, up to 20%, the fund has the flexibility to engage in various investment strategies. This can include investing in futures contracts, options, and swap contracts, which are financial derivatives used for hedging or seeking additional returns. The fund may also hold cash and cash equivalents, which can help in managing liquidity and meeting redemption requests from investors. It's worth noting that, as a non-diversified fund, the iShares Residential and Multisector Real Estate ETF may concentrate its investments in a smaller number of securities, which can lead to higher volatility compared to a diversified fund.

The underlying index of the fund serves as a benchmark, measuring the performance of the aforementioned real estate sectors within the U.S. equity market. By tracking this index, the fund aims to provide investors with a targeted exposure to these sectors, which can be attractive for those looking to capitalize on the potential growth and income generation of residential and specialized real estate investments. The fund is managed by BlackRock, one of the world's largest asset managers, and is listed on the NYSE ARCA exchange, making it accessible to a wide range of investors.

In terms of its structure, the iShares Residential and Multisector Real Estate ETF is classified as a non-diversified investment company and is domiciled in the United States. Its ISIN, or International Securities Identification Number, is US4642885622, which is a unique identifier used for trading and clearing purposes. As an exchange-traded fund (ETF), it offers the benefits of trading flexibility, transparency, and typically lower costs compared to actively managed mutual funds. The fund's category is Real Estate, reflecting its focus on this specific asset class within the broader equity market.