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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

The Hoya Capital Housing ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HOMZ

More HOMZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Home Depot Inc

3.26 1M
Consumer Cyclical

Vivmark Residential

3.02 981,440
Real Estate

Lowe's Companies Inc

2.94 956,015
Consumer Cyclical

Welltower Inc

1.78 577,223
Real Estate

Toll Brothers Inc

1.67 541,944
Consumer Cyclical

PulteGroup Inc

1.66 540,315
Consumer Cyclical

D.R. Horton Inc

1.63 528,644
Consumer Cyclical

UMH Properties Inc

1.61 523,908
Real Estate

Public Storage

1.61 521,542
Real Estate

CubeSmart

1.60 519,371
Real Estate

Sponsor Center