JPMorgan BetaBuilders MSCI US REIT ETF

Frequently Asked Questions About BBRE

What does BBRE invest in?

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is a free-float adjusted market-cap weighted index designed to measure the performance of U.S. equity real estate investment trust ("REIT") securities. The fund may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index.

What is the expense ratio of BBRE?

JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) charges an expense ratio of 0.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BBRE?

JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) manages $1.28B 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 BBRE actively managed or an index fund?

BBRE 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 (BBRE's is 0.11%) because there's no security selection cost.

When was BBRE launched?

JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) launched in June 2018 and is managed by J.P. Morgan.

How has BBRE performed?

BBRE'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.