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Morningstar

Amplify BlackSwan Tech & Treasury ETF QSWN

Morningstar Medalist Rating
Medalist Rating as of | See Amplify Investment Hub

Morningstar’s Analysis QSWN

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

People Pillar

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

Amplify BlackSwan Tech& Treasury ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QSWN

More QSWN Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 10
  • Other Holdings 4
  • % Assets in Top 10 Holdings 91.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

INVESCO CLL OPT 12/23 275

12.90
291,028
—

INVESCO CLL OPT 06/24 330

10.17
229,380
—

United States Treasury Notes 3.13%

8.66
195,306
Government

United States Treasury Notes 2.38%

8.63
194,692
Government

United States Treasury Notes 1.75%

8.61
194,196
Government

United States Treasury Notes 0.63%

8.60
194,064
Government

United States Treasury Notes 0.88%

8.56
193,000
Government

United States Treasury Notes 1.63%

8.54
192,706
Government

United States Treasury Notes 1.38%

8.50
191,818
Government

United States Treasury Notes 2.88%

8.47
190,982
Government