Morningstar

NYLIM CBRE Real Estate & Infrastructure ETF REIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub

Morningstar’s Analysis REIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM CBRE Real Estate & Infras ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings REIX

More REIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

6.96 2M
Real Estate

Equinix Inc

3.80 1M
Real Estate

WEC Energy Group Inc

2.50 685,722
Utilities

American Tower Corp

2.03 557,874
Real Estate

Williams Companies Inc

2.00 548,888
Energy

Xcel Energy Inc

1.93 528,047
Utilities

Prologis Inc

1.77 484,399
Real Estate

Canadian National Railway Co

1.73 473,674
Industrials

Enel SpA

1.72 470,229
Utilities

Union Pacific Corp

1.67 458,819
Industrials

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