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NEOS Enhanced Income CA Alt ETF CSHI

Morningstar Medalist Rating
Medalist Rating as of | See Neos Funds Investment Hub

Morningstar’s Analysis CSHI

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

  • People Pillar

    The People Pillar is our evaluation of the CSHI 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 CSHI’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 NEOS Enhanced Income CA Alt 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 CSHI

More CSHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

18.83 69.1 Mil
Cash and Equivalents

United States Treasury Bills 0%

10.59 38.9 Mil
Government

United States Treasury Bills 0%

9.43 34.6 Mil
Government

United States Treasury Bills 0%

9.16 33.6 Mil
Government

United States Treasury Bills 0%

9.14 33.5 Mil
Government

United States Treasury Bills 0%

9.08 33.3 Mil
Government

United States Treasury Bills 0%

8.65 31.7 Mil
Government

United States Treasury Bills 0%

8.45 31.0 Mil
Government

United States Treasury Bills 0%

6.44 23.6 Mil
Government

United States Treasury Bills 0%

4.52 16.6 Mil
Government