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Morningstar

Kelly Hotel & Lodging Sector ETF HOTL

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

Morningstar’s Analysis HOTL

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Kelly Hotel & Lodging Sector ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HOTL

More HOTL Holdings
  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marriott International Inc Class A

10.64
76,559
Consumer Cyclical

Hilton Worldwide Holdings Inc

10.03
72,140
Consumer Cyclical

VICI Properties Inc Ordinary Shares

9.64
69,346
Real Estate

Airbnb Inc Ordinary Shares - Class A

9.52
68,488
Consumer Cyclical

Whitbread PLC

4.88
35,075
Consumer Cyclical

Host Hotels & Resorts Inc

4.74
34,089
Real Estate

InterContinental Hotels Group PLC

4.50
32,386
Consumer Cyclical

Hyatt Hotels Corp Class A

4.49
32,266
Consumer Cyclical

Gaming and Leisure Properties Inc

4.21
30,262
Real Estate

Accor SA

3.89
27,992
Consumer Cyclical