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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vert Global Sustainable Real Estate ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simon Property Group Inc

5.39 29M
Real Estate

Welltower Inc

5.37 29M
Real Estate

Equinix Inc

5.33 29M
Real Estate

Prologis Inc

5.03 27M
Real Estate

American Tower Corp

4.44 24M
Real Estate

Digital Realty Trust Inc

4.41 24M
Real Estate

Ventas Inc

4.40 24M
Real Estate

Goodman Group

3.91 21M
Real Estate

Iron Mountain Inc

3.43 18M
Real Estate

Extra Space Storage Inc

3.01 16M
Real Estate

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