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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.

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.

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Portfolio Holdings RITA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

8.85 581,271
Real Estate

AvalonBay Communities Inc

8.44 554,592
Real Estate

Prologis Inc

8.25 541,687
Real Estate

Equity Residential

7.68 504,328
Real Estate

Public Storage

7.64 501,919
Real Estate

Digital Realty Trust Inc

7.52 493,687
Real Estate

Alexandria Real Estate Equities Inc

4.14 271,840
Real Estate

EastGroup Properties Inc

4.12 270,352
Real Estate

UDR Inc

3.68 241,519
Real Estate

Nippon Prologis REIT Inc

3.10 203,655
Real Estate