Morningstar

The Hoya Capital Housing ETF HOMZ

Morningstar Medalist Rating
Medalist Rating as of | See Hoya Capital Investment Hub

Morningstar’s Analysis HOMZ

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

  • People Pillar

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

The Hoya Capital Housing ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HOMZ

More HOMZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lowe's Companies Inc

3.17 1.5 Mil
Consumer Cyclical

The Home Depot Inc

3.14 1.5 Mil
Consumer Cyclical

M/I Homes Inc

1.73 834,866
Consumer Cyclical

Ventas Inc

1.70 820,864
Real Estate

Public Storage

1.68 812,522
Real Estate

NVR Inc

1.66 804,568
Consumer Cyclical

D.R. Horton Inc

1.66 801,997
Consumer Cyclical

UMH Properties Inc

1.65 796,222
Real Estate

CubeSmart

1.61 777,359
Real Estate

Welltower Inc

1.60 771,765
Real Estate

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