First Trust S&P REIT Index Fund (FRI US) - Portfolio Construction Methodology
ETF Strategy·2026-01-20 04:53
First Trust S&P REIT Index Fund (FRI US) – Portfolio Construction MethodologyThe underlying S&P United States REIT Index provides float-adjusted market-cap exposure to U.S.-domiciled equity real estate investment trusts, excluding mortgage and hybrid REITs. Eligibility draws from the S&P U.S. BMI real estate universe and applies S&P Global BMI investability screens that typically include minimum float-adjusted market cap ≥ USD 100 million plus 6- and 12-month trading liquidity thresholds and free float requ ...