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Morningstar

The Hoya Capital Housing ETF HOMZ

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HOMZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HOMZ

More HOMZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lowe's Companies Inc

3.06 1.2 Mil
Consumer Cyclical

The Home Depot Inc

2.91 1.1 Mil
Consumer Cyclical

M.D.C. Holdings Inc

1.90 740,536
Consumer Cyclical

Tricon Residential Inc

1.84 714,509
Real Estate

Toll Brothers Inc

1.79 696,102
Consumer Cyclical

Apartment Income REIT Corp Class A

1.70 663,701
Real Estate

NVR Inc

1.63 635,531
Consumer Cyclical

PulteGroup Inc

1.63 633,466
Consumer Cyclical

Taylor Morrison Home Corp

1.62 630,927
Consumer Cyclical

Lennar Corp Class A

1.60 622,679
Consumer Cyclical