Morningstar

Peerless Option Income Wheel ETF WEEL

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

Morningstar’s Analysis WEEL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Peerless Option Income Wheel 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 WEEL

More WEEL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

19.60 9M
Cash and Equivalents

United States Treasury Bills 0%

13.70 6M
Government

OTHER ASSETS AND LIABILITIES

12.85 6M
—

United States Treasury Bills 0%

12.62 6M
Government

State Street® SPDR® S&PRgnllBkgETF

8.68 4M
—

KraneShares CSI China Internet ETF

5.07 2M
—

State Street® IndstrlSelSectSPDR®ETF

4.67 2M
—

State Street®UtilSelSectSPDR®ETF

4.57 2M
—

Invesco QQQ Trust

3.45 2M
—

State Street® SPDR® S&P® Retail ETF

3.39 2M
—

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