Morningstar

Residential REIT ETF HAUS

Morningstar Medalist Rating
Medalist Rating as of | See Armada Investment Hub

Morningstar’s Analysis HAUS

Will HAUS outperform in the 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 HAUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Residential REIT ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HAUS

More HAUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vivmark Residential

9.76 707,355
Real Estate

Diversified Healthcare Trust

6.47 469,157
Real Estate

Welltower Inc

6.06 439,368
Real Estate

Essex Property Trust Inc

5.48 397,018
Real Estate

Ventas Inc

5.44 394,565
Real Estate

Public Storage

5.12 370,747
Real Estate

Invitation Homes Inc

5.00 361,992
Real Estate

American Homes 4 Rent Class A

4.89 354,579
Real Estate

UMH Properties Inc

4.83 349,941
Real Estate

Equity Lifestyle Properties Inc

4.82 349,209
Real Estate

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