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Morningstar

IQ CBRE NextGen Real Estate ETF ROOF

Morningstar Medalist Rating
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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ROOF’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ROOF 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 ROOF’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit IQ CBRE NextGen Real Estate ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ROOF

More ROOF Holdings
  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

5.53
993,808
Real Estate

American Tower Corp

5.42
974,082
Real Estate

Equinix Inc

5.23
940,145
Real Estate

Uniti Group Inc

4.57
822,083
Real Estate

Keppel DC REIT

4.56
821,032
Real Estate

Crown Castle Inc

4.46
802,753
Real Estate

Welltower Inc

4.46
802,347
Real Estate

SBA Communications Corp Class A

4.40
791,458
Real Estate

Digital Realty Trust Inc

4.39
789,002
Real Estate

Segro PLC

2.61
469,191
Real Estate