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Morningstar

ETFB Green SRI REITs ETF RITA

Morningstar Medalist Rating
Medalist Rating as of | See Rita ETF Investment Hub

Morningstar’s Analysis RITA

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

  • People Pillar

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

ETFB Green SRI REITs ETF retains 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RITA

More RITA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

8.25 519,200
Real Estate

AvalonBay Communities Inc

8.24 518,249
Real Estate

Prologis Inc

8.04 505,700
Real Estate

Equity Residential

7.58 476,960
Real Estate

Public Storage

7.38 464,654
Real Estate

Digital Realty Trust Inc

7.25 456,179
Real Estate

Alexandria Real Estate Equities Inc

4.44 279,248
Real Estate

EastGroup Properties Inc

4.29 270,172
Real Estate

UDR Inc

3.55 223,471
Real Estate

Nippon Prologis REIT Inc

3.53 222,271
Real Estate