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ETFB Green SRI REITs ETF RITA

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

ETFB Green SRI REITs ETF’s strong process and parent firm support this strategy's Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings RITA

  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Public Storage

8.00
986,582
Real Estate

Equity Residential

7.24
893,733
Real Estate

Prologis Inc

7.21
889,930
Real Estate

AvalonBay Communities Inc

6.91
852,727
Real Estate

Welltower Inc

6.38
787,146
Real Estate

Digital Realty Trust Inc

5.00
617,269
Real Estate

UDR Inc

3.36
414,193
Real Estate

Alexandria Real Estate Equities Inc

3.19
393,758
Real Estate

EastGroup Properties Inc

2.85
351,348
Real Estate

Nippon Prologis REIT Inc

2.69
331,731
Real Estate