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Aptus Enhanced Yield ETF JUCY

Morningstar Medalist Rating
Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis JUCY

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Aptus Enhanced Yield ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JUCY

More JUCY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.75%

14.49 47.6 Mil
Government

United States Treasury Notes 1%

13.28 43.6 Mil
Government

United States Treasury Notes 3%

12.15 39.9 Mil
Cash and Equivalents

First American Treasury Obligs X

11.16 36.7 Mil
Cash and Equivalents

United States Treasury Notes 3.88%

7.53 24.7 Mil
Government

United States Treasury Bills 0%

7.48 24.6 Mil
Government

United States Treasury Notes 1.63%

7.08 23.2 Mil
Government

United States Treasury Notes 0.5%

6.61 21.7 Mil
Government

United States Treasury Notes 4.25%

5.04 16.6 Mil
Government

United States Treasury Notes 4.5%

4.24 13.9 Mil
Government