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 sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BYRE

More BYRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ventas Inc

8.53 1.1 Mil
Real Estate

American Tower Corp

7.12 889,424
Real Estate

Equinix Inc

6.66 831,865
Real Estate

Invitation Homes Inc

6.12 764,154
Real Estate

Extra Space Storage Inc

5.61 700,928
Real Estate

SBA Communications Corp Class A

5.11 637,724
Real Estate

Welltower Inc

4.95 617,997
Real Estate

Americold Realty Trust Inc

4.69 586,085
Real Estate

Sun Communities Inc

4.47 558,252
Real Estate

Sabra Health Care REIT Inc

4.26 532,283
Real Estate

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