Morningstar

Amplify BlackSwan Growth & Treasury Core ETF SWAN

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

Morningstar’s Analysis SWAN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Amplify BlackSwan Gr & Trsry Cor 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 SWAN

More SWAN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On State Street® Spdr® S&P 500® Etf Dec26

11.43 18M
—

Option On State Street® Spdr® S&P 500® Etf Jun27

10.07 16M
—

United States Treasury Notes 1.38%

8.74 14M
Government

United States Treasury Notes 4%

8.74 14M
Government

United States Treasury Notes 4.38%

8.73 14M
Government

United States Treasury Notes 2.88%

8.72 14M
Government

United States Treasury Notes 3.38%

8.71 14M
Government

United States Treasury Notes 4.13%

8.70 14M
Government

United States Treasury Notes 4.5%

8.69 14M
Government

United States Treasury Notes 4.38%

8.69 14M
Government

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