First Trust S&P REIT Index Fund company info

What does First Trust S&P REIT Index Fund do?
First Trust S&P REIT Index Fund (NYSE:FRI) focuses on investment operations primarily in the real estate sector, tracking the performance of the S&P United States REIT Index. This Index Fund seeks to provide investors with exposure to the U.S. public real estate market, offering diversification and the potential for income through dividends rooted in real estate investments. Their projects involve carefully selecting a mix of real estate investment trusts (REITs) that represent the broader market's performance, aiming to replicate the index’s return. Objectives include generating regular income for shareholders, capital appreciation, and providing a transparent and cost-effective way for investors to access the real estate market's growth potential. FRI's approach combines thorough market analysis with a strategic selection of REITs to optimize shareholder returns while managing risk.
First Trust S&P REIT Index Fund company media
Company Snapshot

Is First Trust S&P REIT Index Fund a public or private company?

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Ownership
Public

How many people does First Trust S&P REIT Index Fund employ?

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Employees
1,082

What sector is First Trust S&P REIT Index Fund in?

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Sector
ETF

Where is the head office for First Trust S&P REIT Index Fund?

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Head Office
Wheaton, United States

What year was First Trust S&P REIT Index Fund founded?

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Year Founded
2007
What does First Trust S&P REIT Index Fund specialise in?
/Real Estate Investment /REIT Indexing /Diversified Portfolio /Equity Fund /Asset Management /Financial Services

What are the products and/or services of First Trust S&P REIT Index Fund?

Overview of First Trust S&P REIT Index Fund offerings
Provides a portfolio of securities from the S&P REIT Index maximizing investment in real estate investment trusts.
Offers dividend payments to investors based on the income generated by the portfolio's assets.
Incorporates a strategic rebalancing approach to ensure alignment with the S&P REIT Index performance and sector weighting.
Facilitates exposure to a diverse set of real estate sectors including commercial, residential, and industrial properties.
Implements rigorous selection criteria for REIT inclusion, focusing on financial health, liquidity, and market capitalization.
Deploys risk management strategies to minimize volatility and safeguard investments against market downturns.