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Morningstar

Intelligent Real Estate ETF REAI

Morningstar Medalist Rating
Medalist Rating as of | See Armada Investment Hub

Morningstar’s Analysis REAI

Will REAI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REAI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the REAI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of REAI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Intelligent Real Estate ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings REAI

More REAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Piedmont Office Realty Trust Inc Class A

3.31 110,712
Real Estate

Healthpeak Properties Inc

3.30 110,423
Real Estate

Essex Property Trust Inc

3.21 107,352
Real Estate

Jones Lang LaSalle Inc

3.12 104,475
Real Estate

W.P. Carey Inc

3.02 101,224
Real Estate

Extra Space Storage Inc

3.01 100,734
Real Estate

Cousins Properties Inc

3.00 100,541
Real Estate

Federal Realty Investment Trust

3.00 100,421
Real Estate

American Assets Trust Inc

3.00 100,320
Real Estate

Kimco Realty Corp

2.99 100,169
Real Estate