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Morningstar

CI Canadian REIT ETF RIT

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

Morningstar’s Analysis RIT

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

  • People Pillar

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

Strength in CI Canadian REIT ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 RIT

More RIT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Riocan Real Estate Investment Trust

5.50 27.2 Mil
Real Estate

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

5.47 27.1 Mil
Real Estate

Dream Industrial Real Estate Investment Trust

5.40 26.7 Mil
Real Estate

Boardwalk Real Estate Investment Trust

5.39 26.7 Mil
Real Estate

Chartwell Retirement Residences

5.38 26.6 Mil
Real Estate

Killam Apartment Real Estate Investment Trust

5.25 26.0 Mil
Real Estate

Canadian Apartment Properties Real Estate Investment Trust

5.05 25.0 Mil
Real Estate

InterRent Real Estate Investment Trust

4.90 24.2 Mil
Real Estate

First Capital REIT

4.84 24.0 Mil
Real Estate

Minto Apartment REIT

4.36 21.6 Mil
Real Estate