The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Morningstar’s Analysis REIT
Will REIT outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 29
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 54.9