Skip to Content
Morningstar

AdvisorShares Hotel ETF BEDZ

Morningstar Medalist Rating
Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis BEDZ

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

  • People Pillar

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

Weakness in AdvisorShares Hotel ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BEDZ

More BEDZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Expedia Group Inc

5.59 189,109
Consumer Cyclical

Booking Holdings Inc

5.57 188,442
Consumer Cyclical

Target Hospitality Corp Class A

5.48 185,230
Industrials

Trip.com Group Ltd ADR

5.47 185,060
Consumer Cyclical

Royal Caribbean Group

5.21 176,231
Consumer Cyclical

Norwegian Cruise Line Holdings Ltd

4.96 167,760
Consumer Cyclical

InterContinental Hotels Group PLC ADR

4.95 167,276
Consumer Cyclical

Xenia Hotels & Resorts Inc

4.87 164,802
Real Estate

Apple Hospitality REIT Inc

4.43 149,914
Real Estate

Host Hotels & Resorts Inc

4.39 148,377
Real Estate