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Morningstar

Vest 2 Year Interest Rate Hedge ETF HYKE

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

Morningstar’s Analysis HYKE

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Vest 2 Year Interest Rate Hedge ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYKE

More HYKE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Payer Swaption 3.312% 06/28/24

44.52 328,273
Derivative

United States Treasury Bills 0%

29.24 215,640
Government

First American Treasury Obligs X

27.40 202,063
Cash and Equivalents

US DOLLARS

18.98 140,000
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.02 163
Cash and Equivalents

Payer Swaption 4.962% 06/28/24

−1.27 −9,331
Derivative

Cash Offset

−18.90 −139,377
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