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Aptus Enhanced Yield ETF JUCY

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

Morningstar’s Analysis JUCY

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Aptus Enhanced Yield ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JUCY

More JUCY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.75%

14.29 47.4 Mil
Government

United States Treasury Notes 1%

13.06 43.3 Mil
Government

United States Treasury Notes 3%

12.00 39.8 Mil
Cash and Equivalents

First American Treasury Obligs X

9.28 30.8 Mil
Cash and Equivalents

United States Treasury Notes 3.88%

7.45 24.7 Mil
Government

United States Treasury Bills 0%

7.37 24.4 Mil
Government

United States Treasury Notes 1.63%

6.98 23.2 Mil
Government

United States Treasury Notes 0.5%

6.50 21.6 Mil
Government

United States Treasury Notes 4.25%

4.99 16.5 Mil
Government

United States Treasury Notes 4.5%

4.20 13.9 Mil
Government