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Morningstar

West Loop Realty Instl REIIX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of

Morningstar’s Analysis REIIX

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

People Pillar

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

Summary

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West Loop Realty Instl earns a Morningstar Quantitative Rating of Neutral on the basis of subpar Parent and People Pillar ratings. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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