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AXS Real Estate Income ETF RINC

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

Morningstar’s Analysis RINC

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

  • People Pillar

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

Weakness in AXS Real Estate Income 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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RINC

More RINC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arbor Realty Trust Inc

4.89 2.2 Mil
Real Estate

Ladder Capital Corp Class A

4.74 2.2 Mil
Real Estate

Redwood Trust Inc

4.64 2.1 Mil
Real Estate

Starwood Property Trust Inc

4.62 2.1 Mil
Real Estate

Franklin BSP Realty Trust Inc.

4.56 2.1 Mil
Real Estate

KKR Real Estate Finance Trust Inc

4.46 2.0 Mil
Real Estate

PennyMac Mortgage Investment Trust

4.46 2.0 Mil
Real Estate

Ellington Financial Inc

4.42 2.0 Mil
Real Estate

Ready Capital Corp

4.39 2.0 Mil
Real Estate

Rithm Capital Corp

4.38 2.0 Mil
Real Estate