Morningstar

Neos Real Estate High Income ETF IYRI

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

Morningstar’s Analysis IYRI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NEOS Real Estate High Income 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
Rated on Published on

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Portfolio Holdings IYRI

More IYRI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

11.93 36M
Real Estate

Prologis Inc

8.61 26M
Real Estate

Simon Property Group Inc

4.78 14M
Real Estate

American Tower Corp

4.51 14M
Real Estate

Equinix Inc

4.40 13M
Real Estate

Digital Realty Trust Inc

4.39 13M
Real Estate

Realty Income Corp

4.02 12M
Real Estate

Public Storage

3.87 12M
Real Estate

Vivmark Residential

3.63 11M
Real Estate

Ventas Inc

3.14 9M
Real Estate

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