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IQ CBRE NextGen Real Estate ETF ROOF

Medalist Rating as of | See New York Life Investment Hub

Morningstar’s Analysis ROOF

Will ROOF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

IQ CBRE NextGen Real Estate ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings ROOF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

5.13 7.8 Mil
Real Estate

American Tower Corp

4.96 7.5 Mil
Real Estate

SBA Communications Corp Class A

4.59 6.9 Mil
Real Estate

Crown Castle Inc

4.52 6.8 Mil
Real Estate

Keppel DC REIT

4.45 6.7 Mil
Real Estate

Equinix Inc

4.42 6.7 Mil
Real Estate

Digital Realty Trust Inc

4.39 6.6 Mil
Real Estate

Welltower Inc

4.35 6.6 Mil
Real Estate

Uniti Group Inc

3.66 5.5 Mil
Real Estate

Segro PLC

3.39 5.1 Mil
Real Estate