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Fundamental Income Net Lease Rl Estt ETF NETL

Morningstar Medalist Rating
Medalist Rating as of | See Exchange Traded Concepts Investment Hub

Morningstar’s Analysis NETL

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Fundamental Income Net Lease Rl Estt ETF to a Morningstar Medalist Rating of Neutral.

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 NETL

More NETL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Stag Industrial Inc

8.13 4.6 Mil
Real Estate

Realty Income Corp

7.82 4.4 Mil
Real Estate

NNN REIT Inc

7.82 4.4 Mil
Real Estate

VICI Properties Inc Ordinary Shares

7.68 4.4 Mil
Real Estate

W.P. Carey Inc

7.60 4.3 Mil
Real Estate

LXP Industrial Trust

4.34 2.5 Mil
Real Estate

Global Net Lease Inc

4.22 2.4 Mil
Real Estate

Safehold Inc

4.18 2.4 Mil
Real Estate

Broadstone Net Lease Inc Ordinary Shares

4.16 2.4 Mil
Real Estate

Getty Realty Corp

4.16 2.4 Mil
Real Estate