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Morningstar

Residential REIT ETF HAUS

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

Morningstar’s Analysis HAUS

Will HAUS 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 HAUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HAUS 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 HAUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Residential REIT ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAUS

More HAUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

5.71 124,617
Cash and Equivalents

Centerspace

4.72 102,948
Real Estate

Welltower Inc

4.64 101,333
Real Estate

CareTrust REIT Inc

4.63 101,011
Real Estate

Apartment Income REIT Corp Class A

4.56 99,536
Real Estate

Independence Realty Trust Inc

4.29 93,752
Real Estate

Elme Communities

4.26 92,947
Real Estate

Equity Residential

4.23 92,336
Real Estate

NexPoint Residential Trust Inc

4.22 92,175
Real Estate

Essex Property Trust Inc

4.20 91,760
Real Estate