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Morningstar

Principal Real Estate Active Opp ETF BYRE

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

Morningstar’s Analysis BYRE

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

  • People Pillar

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

Strength in Principal Real Estate Active Opp ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 BYRE

More BYRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ventas Inc

7.74 724,567
Real Estate

American Tower Corp

7.71 721,821
Real Estate

Equinix Inc

7.18 672,618
Real Estate

Invitation Homes Inc

6.82 638,104
Real Estate

Extra Space Storage Inc

6.12 573,253
Real Estate

Americold Realty Trust Inc

5.84 546,857
Real Estate

Rexford Industrial Realty Inc

5.25 491,199
Real Estate

Sun Communities Inc

4.75 445,059
Real Estate

Welltower Inc

4.67 437,482
Real Estate

Terreno Realty Corp

4.44 415,966
Real Estate