Morningstar

YieldMax Crypto Industry & Tech Portfolio Option Income ETF LFGY

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

Morningstar’s Analysis LFGY

Will LFGY outperform in the 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 LFGY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax CryptoIndustry&TechPtfOptIncETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LFGY

More LFGY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

12.36 8M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

11.48 8M
—

Block Inc Class A

6.51 4M
Technology

NVIDIA Corp

6.35 4M
Technology

Opera Ltd ADR

5.75 4M
Communication Services

Strategy Inc Class A

4.86 3M
Technology

PayPal Holdings Inc

4.53 3M
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

4.17 3M
Financial Services

MercadoLibre Inc

4.06 3M
Consumer Cyclical

Nu Holdings Ltd Ordinary Shares Class A

3.85 3M
Financial Services

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