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Kelly Residential & Aprtmnt Rl Estt ETF RESI

Medalist Rating as of | See Strategic Investment Hub

Morningstar’s Analysis RESI

Will RESI outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Kelly Residential & Aprtmnt Rl Estt ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings RESI

  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 63.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invitation Homes Inc

8.29
42,786
Real Estate

AvalonBay Communities Inc

7.87
40,639
Real Estate

Equity Residential

7.54
38,938
Real Estate

Essex Property Trust Inc

7.39
38,136
Real Estate

Mid-America Apartment Communities Inc

7.00
36,142
Real Estate

Sun Communities Inc

6.85
35,345
Real Estate

American Homes 4 Rent Class A

4.84
25,006
Real Estate

Canadian Apartment Properties Real Estate Investment Trust

4.64
23,967
Real Estate

Independence Realty Trust Inc

4.44
22,925
Real Estate

UDR Inc

4.30
22,210
Real Estate