The portfolio holds 16 positions, which are weighted according to their market capitalization. As a result, four REITs account for more than half the fund’s total value (RioCan, Canadian Apartment Properties, H&R, and Allied Properties).
Income Investor
The long-term returns are impressive. Since inception in October 2002, this ETF has posted an average annual return of just over 10%. Its worst calendar year was 2020, when it fell 13.6%.- Gordon Pape
Sorry!
Only current subscribers of The Income Investor may view the details of this recommendation.
Interactive Performance Chart
XRE was first recommended here on June 27, 2007