SRH REIT Covered Call ETF SRHR

Medalist Rating as of | See SRH Funds Investment Hub

Morningstar’s Analysis SRHR

Will SRHR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

SRH REIT Covered Call ETF's Average People Pillar and Process Pillar ratings result in 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SRHR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

13.23 7.3 Mil
Real Estate

Lamar Advertising Co Class A

8.88 4.9 Mil
Real Estate

Highwoods Properties Inc

7.14 3.9 Mil
Real Estate

Global Net Lease Inc

4.50 2.5 Mil
Real Estate

Crown Castle Inc

4.45 2.5 Mil
Real Estate

Stag Industrial Inc

4.20 2.3 Mil
Real Estate

NexPoint Residential Trust Inc

4.12 2.3 Mil
Real Estate

First Industrial Realty Trust Inc

4.12 2.3 Mil
Real Estate

Extra Space Storage Inc

3.99 2.2 Mil
Real Estate

Safehold Inc

3.87 2.1 Mil
Real Estate

Sponsor Center