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.
Neos Real Estate High Income ETF IYRI
Morningstar’s Analysis IYRI
Will IYRI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 9.49 | 26M | Real Estate |
Prologis Inc | 9.40 | 26M | Real Estate |
Equinix Inc | 4.90 | 13M | Real Estate |
Simon Property Group Inc | 4.77 | 13M | Real Estate |
American Tower Corp | 4.64 | 13M | Real Estate |
Digital Realty Trust Inc | 4.56 | 12M | Real Estate |
Realty Income Corp | 3.96 | 11M | Real Estate |
Public Storage | 3.61 | 10M | Real Estate |
Crown Castle Inc | 2.99 | 8M | Real Estate |
Iron Mountain Inc | 2.87 | 8M | Real Estate |
United States