Morningstar

YieldMax Target 12 Semiconductor Option Income ETF SOXY

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

Morningstar’s Analysis SOXY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax Target 12 Smcndctr Opt Inc 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

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Portfolio Holdings SOXY

More SOXY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.38 4M
Technology

Advanced Micro Devices Inc

6.18 4M
Technology

Marvell Technology Inc

6.11 4M
Technology

Micron Technology Inc

4.89 3M
Technology

ASML Holding NV ADR

4.76 3M
Technology

Lam Research Corp

4.42 3M
Technology

United Microelectronics Corp ADR

4.34 3M
Technology

Astera Labs Inc

4.30 3M
Technology

Broadcom Inc

4.20 3M
Technology

ARM Holdings PLC ADR

3.98 3M
Technology

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