VGSR Stock Fund Price and Chart — NASDAQ:VGSR

Overview

Analysis Holdings Discussions Technicals Seasonals

VGSR chart

Key stats

About Vert Global Sustainable Real Estate ETF

VGSR is designed to provide exposure to the global real estate industry while centering on sustainable companies. To be eligible, the firm must either (1) derive 50% of its revenue or value from the ownership, management, development, construction, sale, or investment in residential, commercial, industrial, or other real estate, or (2) be organized as a REIT or REIT-like entity. The fund utilizes an evidence-based approach in the selection process where it screens the broad real estate space by sourcing data from company disclosures, industry bodies, and research companies. It assesses each eligible security using environmental, social, and governance (ESG) criteria and selects those that are committed to sustainability. The fund is actively managed and uses a modified market-cap weighting approach where the advisor may adjust positions after considering certain factors. On December 4, 2023, the fund converted from a mutual fund to an ETF structure starting with $328 million in assets.

Classification

VGSR analysis

What's in the fund

Exposure type

Finance

Stock breakdown by region

Top 10 holdings

Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

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