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Purpose Real Estate Income Fund ETF PHR

Morningstar Medalist Rating
Medalist Rating as of | See Purpose Investments Investment Hub

Morningstar’s Analysis PHR

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

  • People Pillar

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

Weakness in Purpose Real Estate Income Fund ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PHR

More PHR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Flagship Cmntys Real Estate Invt Tr

6.25 1.4 Mil
—

InterRent Real Estate Investment Trust

5.71 1.3 Mil
Real Estate

Killam Apartment Real Estate Investment Trust

4.62 1.0 Mil
Real Estate

Chartwell Retirement Residences

4.30 944,849
Real Estate

Granite Real Estate Investment Trust Stapled Units Cons of 1 Shs of Granite

4.11 904,486
Real Estate

Dream Industrial Real Estate Investment Trust

3.93 864,172
Real Estate

Prologis Inc

3.92 861,382
Real Estate

BSR Real Estate Investment Trust Real Estate Investment Trust Unit

3.65 802,712
Real Estate

Canadian Apartment Properties Real Estate Investment Trust

3.58 787,257
Real Estate

Nexus Industrial REIT

3.52 774,816
Real Estate