Morningstar

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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aptus Enhanced Yield 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 JUCY

More JUCY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 174.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RCXTEVHT TRS 092227

102.03 377M
—

United States Treasury Notes 1%

20.23 75M
Government

United States Treasury Notes 3.5%

11.85 44M
Government

United States Treasury Bills 0%

10.68 39M
Government

United States Treasury Notes 4.5%

9.37 35M
Government

First American Treasury Obligs X

7.75 29M
Cash and Equivalents

United States Treasury Notes 3.88%

6.60 24M
Government

United States Treasury Notes 0.5%

6.48 24M
Government

United States Treasury Notes 4%

5.88 22M
Government

United States Treasury Notes 2.75%

5.34 20M
Government

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