ETFB Green SRI REITs ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
ETFB Green SRI REITs ETF RITA
Morningstar’s Analysis RITA
Will RITA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 13.76 | 1M | Real Estate |
Prologis Inc | 13.64 | 1M | Real Estate |
Simon Property Group Inc | 12.70 | 1M | Real Estate |
Digital Realty Trust Inc | 8.80 | 958,082 | Real Estate |
Equity Residential | 4.65 | 506,673 | Real Estate |
AvalonBay Communities Inc | 4.65 | 506,068 | Real Estate |
Ventas Inc | 3.60 | 391,682 | Real Estate |
Stockland Corp Ltd | 3.18 | 345,759 | Real Estate |
Vicinity Centres | 3.12 | 339,228 | Real Estate |
EastGroup Properties Inc | 2.82 | 307,030 | Real Estate |
United States