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Morningstar

AdvisorShares Hotel ETF BEDZ

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

Morningstar’s Analysis BEDZ

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

  • People Pillar

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

Weakness in AdvisorShares Hotel 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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BEDZ

More BEDZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Target Hospitality Corp Class A

5.83 196,073
Industrials

Trip.com Group Ltd ADR

5.75 193,475
Consumer Cyclical

Expedia Group Inc

5.60 188,487
Consumer Cyclical

Booking Holdings Inc

5.47 184,094
Consumer Cyclical

Royal Caribbean Group

5.08 170,918
Consumer Cyclical

InterContinental Hotels Group PLC ADR

4.95 166,642
Consumer Cyclical

Xenia Hotels & Resorts Inc

4.87 163,742
Real Estate

Norwegian Cruise Line Holdings Ltd

4.69 157,860
Consumer Cyclical

Blackrock Treasury Trust Instl 62

4.42 148,826
Government

Apple Hospitality REIT Inc

4.41 148,452
Real Estate