- 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?
- An expense ratio for iShares Developed Real Estate Idx Inv A (BARDX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is BARDX?
- iShares Developed Real Estate Idx Inv A (BARDX) manages $307.5M 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 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 / iShares.
- 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.
