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Columbia Research Enhanced Rl Estt ETF CRED

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CRED

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Research Enhanced Rl Estt ETF to a Morningstar Medalist Rating of Neutral.

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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 CRED

More CRED Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Tower Corp

10.31 303,318
Real Estate

Simon Property Group Inc

7.44 218,946
Real Estate

Crown Castle Inc

7.10 208,848
Real Estate

Equinix Inc

6.58 193,422
Real Estate

Realty Income Corp

6.22 182,946
Real Estate

Digital Realty Trust Inc

5.66 166,536
Real Estate

AvalonBay Communities Inc

3.32 97,629
Real Estate

Mid-America Apartment Communities Inc

3.19 93,860
Real Estate

Invitation Homes Inc

3.19 93,742
Real Estate

Iron Mountain Inc

2.86 84,264
Real Estate