Morningstar

Principal Real Estate Active Opportunities ETF BYRE

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

Morningstar’s Analysis BYRE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Real Estate Active Opp ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BYRE

More BYRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

8.82 2M
Real Estate

Welltower Inc

8.57 2M
Real Estate

American Tower Corp

6.61 2M
Real Estate

Sabra Health Care REIT Inc

4.42 1M
Real Estate

Crown Castle Inc

4.42 1M
Real Estate

Ventas Inc

4.42 1M
Real Estate

Prologis Inc

4.30 1M
Real Estate

Iron Mountain Inc

3.77 979,416
Real Estate

Extra Space Storage Inc

3.61 937,364
Real Estate

Gaming and Leisure Properties Inc

3.57 927,020
Real Estate

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