Weakness in Residential REIT Income ETF's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Morningstar’s Analysis HAUS
Will HAUS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Mar 17, 2023
- Equity Holdings 25
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 68.3