iShares Developed Real Estate Idx Inv A

Frequently Asked Questions About BARDX

What does BARDX invest in?

This fund aims to mirror the investment performance of the FTSE EPRA/NAREIT Developed Index. This benchmark gauges the equity returns of firms involved in acquiring, divesting, and developing income-producing properties within developed countries, as defined by FTSE EPRA/NAREIT. Generally, the fund commits at least 90% of its capital—augmented by any borrowed funds for investment—to either the direct securities of this underlying index or to depositary receipts representing those securities.

What is the expense ratio of BARDX?

iShares Developed Real Estate Idx Inv A (BARDX) charges an expense ratio of 0.51%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BARDX?

iShares Developed Real Estate Idx Inv A (BARDX) manages $306.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BARDX actively managed or an index fund?

BARDX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BARDX's is 0.51%) because there's no security selection cost.

When was BARDX launched?

iShares Developed Real Estate Idx Inv A (BARDX) launched in August 2015 and is managed by BlackRock.

How has BARDX performed?

BARDX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.