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.
YieldMax MSFT Option Income Strategy ETF MSFO
Morningstar’s Analysis MSFO
Will MSFO 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 32.42 | 30M | Government |
United States Treasury Bills 0% | 31.30 | 29M | Government |
United States Treasury Bills 0% | 15.43 | 14M | Government |
Msft 07/17/2026 400.01 C | 15.31 | 14M | — |
United States Treasury Bills 0% | 12.67 | 12M | Government |
First American Government Obligs X | 1.11 | 1M | Cash and Equivalents |
MSFT US 06/05/26 C455 | 0.71 | 646,519 | — |
OTHER ASSETS AND LIABILITIES | 0.54 | 491,117 | — |
MSFT US 06/05/26 C457.5 | 0.21 | 191,161 | — |
US DOLLARS | −0.34 | −311,365 | Cash and Equivalents |
United States