Morningstar

iREIT MarketVector Quality REIT Idx ETF IRET

Morningstar Medalist Rating
Medalist Rating as of | See IRET ETF Investment Hub

Morningstar’s Analysis IRET

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

  • People Pillar

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

iREIT MarketVector Quality REIT Idx ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IRET

More IRET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Innovative Industrial Properties Inc

3.49 177,815
Real Estate

Host Hotels & Resorts Inc

3.45 175,851
Real Estate

Simon Property Group Inc

3.43 174,636
Real Estate

CareTrust REIT Inc

3.38 172,124
Real Estate

Broadstone Net Lease Inc Ordinary Shares

3.36 171,243
Real Estate

Extra Space Storage Inc

3.35 170,614
Real Estate

Realty Income Corp

3.33 169,533
Real Estate

Public Storage

3.32 168,868
Real Estate

Camden Property Trust

3.31 168,452
Real Estate

EastGroup Properties Inc

3.31 168,379
Real Estate

Sponsor Center