Morningstar

AdvisorShares Hotel ETF BEDZ

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

Morningstar’s Analysis BEDZ

Will BEDZ outperform in the 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 BEDZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AdvisorShares Hotel ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BEDZ

More BEDZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chatham Lodging Trust

7.21 218,590
Real Estate

Sunstone Hotel Investors Inc

6.08 184,378
Real Estate

Apple Hospitality REIT Inc

5.83 176,592
Real Estate

Pebblebrook Hotel Trust

5.82 176,417
Real Estate

Monarch Casino & Resort Inc

5.10 154,530
Consumer Cyclical

Atour Lifestyle Holdings Ltd ADR

4.68 141,843
Consumer Cyclical

RLJ Lodging Trust Registered Shs of Benef Interest

4.64 140,640
Real Estate

Expedia Group Inc

4.39 133,036
Consumer Cyclical

Host Hotels & Resorts Inc

4.35 131,937
Real Estate

Airbnb Inc Ordinary Shares - Class A

4.32 130,803
Consumer Cyclical

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