Morningstar

YieldMax Universe Fund of Option Income ETFs YMAX

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

Morningstar’s Analysis YMAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax Universe Fund Of Option Inc ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings YMAX

More YMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

YieldMax PLTR Option Income Strategy ETF

7.94 32M
—

YieldMax AAPL Option Income Strategy ETF

6.49 26M
—

YieldMax AI & Tech Port Opt Inc ETF

6.33 25M
—

YieldMax AMD Option Income Strategy ETF

6.28 25M
—

YieldMax TSM Option Inc Strat ETF

6.19 25M
—

YieldMax HOOD Option Income Strategy ETF

5.97 24M
—

YieldMax XYZ Option Income Strategy ETF

5.45 22M
—

YieldMax MRNA Option Income Strategy ETF

5.42 22M
—

YieldMax Nasdaq 100 0DTE Cove CllStgyETF

5.23 21M
—

YieldMax Ultra Option Income Strat ETF

4.99 20M
—

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