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Morningstar

Vert Global Sustainable Real Estate ETF VGSR

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

Morningstar’s Analysis VGSR

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

  • People Pillar

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

Vert Global Sustainable Real Estate ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VGSR

More VGSR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simon Property Group Inc

5.65 19.2 Mil
Real Estate

Welltower Inc

5.25 17.9 Mil
Real Estate

Digital Realty Trust Inc

4.87 16.6 Mil
Real Estate

American Tower Corp

4.50 15.3 Mil
Real Estate

Goodman Group

4.38 14.9 Mil
Real Estate

Equinix Inc

4.34 14.8 Mil
Real Estate

Prologis Inc

4.26 14.5 Mil
Real Estate

Extra Space Storage Inc

3.53 12.0 Mil
Real Estate

AvalonBay Communities Inc

3.33 11.3 Mil
Real Estate

Equity Residential

2.90 9.9 Mil
Real Estate