Morningstar

NEOS Russell 2000 High Income ETF IWMI

Morningstar Medalist Rating
Medalist Rating as of | See Neos Funds Investment Hub

Morningstar’s Analysis IWMI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NEOS Russell 2000 High Income 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 IWMI

More IWMI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Russell 2000 ETF

99.17 1B
—

First American Treasury Obligs X

1.85 24M
Cash and Equivalents

Cash Offset

0.90 12M
—

OTHER ASSETS AND LIABILITIES

−0.01 −115,272
—

RUT US 11/20/26 C2925

−0.76 −10M
—

RUT US 11/20/26 C2875

−1.15 −15M
—

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