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SRH REIT Covered Call ETF SRHR

Morningstar Medalist Rating
Medalist Rating as of | See SRH Funds Investment Hub

Morningstar’s Analysis SRHR

Will SRHR 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 SRHR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

SRH REIT Covered Call ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SRHR

More SRHR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

11.64 5.7 Mil
Real Estate

Lamar Advertising Co Class A

8.80 4.3 Mil
Real Estate

American Tower Corp

7.25 3.6 Mil
Real Estate

Highwoods Properties Inc

6.55 3.2 Mil
Real Estate

Diamondrock Hospitality Co

4.48 2.2 Mil
Real Estate

AvalonBay Communities Inc

4.28 2.1 Mil
Real Estate

Stag Industrial Inc

4.24 2.1 Mil
Real Estate

Vail Resorts Inc

4.14 2.0 Mil
Consumer Cyclical

Crown Castle Inc

4.02 2.0 Mil
Real Estate

Host Hotels & Resorts Inc

3.94 1.9 Mil
Real Estate