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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 64.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

11.11 713,953
Real Estate

Iron Mountain Inc

10.26 659,445
Real Estate

Simon Property Group Inc

7.72 496,402
Real Estate

Vivmark Residential

6.58 423,115
Real Estate

Prologis Inc

6.38 410,048
Real Estate

Equinix Inc

5.84 375,574
Real Estate

Nippon Prologis REIT Inc

4.45 286,253
Real Estate

Digital Realty Trust Inc

4.24 272,501
Real Estate

Granite Real Estate Investment Trust Unit

3.88 249,455
Real Estate

Goodman Group

3.79 243,445
Real Estate

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