REZ – iShares Residential & Multisector RE ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the FTSE Nareit All Residential Capped Index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
REZ	iShares Residential and Multisector Real Estate ETF	ETF	Open	—		May 1, 2007	—	0.480%	—	—	—
REZ	iShares Residential and Multisector Real Estate ETF	ETF	Open			May 1, 2007	$779.93M	0.480%	—	—	−$62.47M

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