The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
ETFB Green SRI REITs ETF RITA
Morningstar’s Analysis RITA
Will RITA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Welltower Inc | 8.69 | 585,846 | Real Estate |
Prologis Inc | 8.48 | 571,561 | Real Estate |
AvalonBay Communities Inc | 8.04 | 542,165 | Real Estate |
Equity Residential | 7.68 | 517,854 | Real Estate |
Public Storage | 7.66 | 516,700 | Real Estate |
Digital Realty Trust Inc | 7.12 | 480,279 | Real Estate |
EastGroup Properties Inc | 4.81 | 324,000 | Real Estate |
Alexandria Real Estate Equities Inc | 4.32 | 291,417 | Real Estate |
Nippon Prologis REIT Inc | 3.64 | 245,708 | Real Estate |
Regency Centers Corp | 3.35 | 226,100 | Real Estate |