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The Hoya Capital Housing ETF HOMZ

Medalist Rating as of | See Hoya Capital Investment Hub

Morningstar’s Analysis HOMZ

Will HOMZ outperform in future?

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

The Hoya Capital Housing ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings HOMZ

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.02
1,098,606
Consumer Cyclical
2.97
1,077,991
Consumer Cyclical

Apartment Income REIT Corp Class A

1.54
559,198
Real Estate

CubeSmart

1.53
556,651
Real Estate

NexPoint Residential Trust Inc

1.53
555,016
Real Estate
1.53
554,814
Consumer Cyclical

Independence Realty Trust Inc

1.52
553,877
Real Estate

Sun Communities Inc

1.52
551,796
Real Estate

Extra Space Storage Inc

1.52
551,488
Real Estate

Camden Property Trust

1.51
549,959
Real Estate