(USRT) iShares Core U.S. REIT - Ratings and Ratios

The iShares Core U.S. REIT ETF (USRT) is designed to track the performance of U.S.-listed equity real estate investment trusts (REITs), excluding infrastructure REITs, mortgage REITs, and timber REITs. The fund invests at least 80% of its assets in the component securities of its underlying index, which focuses on equity REITs that own and operate income-generating real estate properties. This exclusionary approach ensures the fund avoids exposure to REITs with different risk profiles, such as those tied to mortgages or infrastructure projects. The fund is part of iShares Core series, known for its low-cost, diversified exposure to key asset classes.

From a technical perspective, USRT is trading near its key moving averages. The funds last price of $55.82 is slightly above its 20-day SMA of $54.52 but below its 50-day SMA of $56.66 and 200-day SMA of $57.96. This suggests that the fund is in a period of consolidation, with potential support near the 20-day average and resistance at the longer-term averages. The Average True Range (ATR) of 1.45 indicates moderate volatility, with daily price fluctuations expected to remain contained.

Fundamentally, USRT manages $2.814 billion in assets, making it a substantial player in the real estate ETF space. Its expense ratio of 0.12% is highly competitive, aligning with its core mission of providing low-cost exposure to the U.S. REIT market. The funds average daily trading volume of 343,850 shares reflects its liquidity, ensuring that investors can enter and exit positions without significant market impact.