NestYield Dynamic Income 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.
NestYield Dynamic Income ETF EGGY
Morningstar’s Analysis EGGY
Will EGGY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the EGGY 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 EGGY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs X | 15.25 | 19M | Cash and Equivalents |
Seagate Technology Holdings PLC | 10.70 | 13M | Technology |
Bloom Energy Corp Class A | 8.30 | 10M | Industrials |
Micron Technology Inc | 6.84 | 8M | Technology |
Lumentum Holdings Inc | 6.42 | 8M | Technology |
Coherent Corp | 5.34 | 7M | Technology |
Vertiv Holdings Co Class A | 4.67 | 6M | Industrials |
Credo Technology Group Holding Ltd | 4.52 | 6M | Technology |
Alphabet Inc Class A | 4.11 | 5M | Communication Services |
Advanced Micro Devices Inc | 3.99 | 5M | Technology |
United States