Key stats
About MIDDLEFIELD REAL ESTATE DIVID ETF TRUST UNITS
Expense ratio
1.21%
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Inception date
Feb 12, 2019
The fund focuses on the global real estate sector it aims for stable monthly cash distributions as well as outperformance of the index on a total return basis. In order to meet its investment objectives, the fund employs a mixed strategy of indexing and active management. As such, its portfolio is comprised of at least 30% (and up to 80%) of companies that comprise the index, the rest is determined by the fund adviser based on its long-term outlook for the real estate sector. Such consideration would include: interest rates, valuations, and other macroeconomic factors. The fund adviser will adjust the portfolio as deemed necessary.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region