Morningstar

YieldMax MSFT Option Income Strategy ETF MSFO

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

Morningstar’s Analysis MSFO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax MSFT Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSFO

More MSFO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.38%

30.05 26M
Government

United States Treasury Bills 0%

28.73 25M
Government

United States Treasury Bills 0%

20.51 18M
Government

Msft 11/20/2026 480.01 C

16.16 14M
—

United States Treasury Bills 0%

10.93 9M
Government

First American Government Obligs X

3.02 3M
Cash and Equivalents

MSFT US 10/02/26 C527.5

0.43 368,178
—

MSFT US 10/02/26 C525

0.14 119,494
—

MSFT US 10/02/26 C530

0.06 52,501
—

US DOLLARS

0.01 6,887
Cash and Equivalents

Sponsor Center