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.
Aptus Enhanced Yield ETF JUCY
Morningstar’s Analysis JUCY
Will JUCY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 | 100.11 | 247M | — |
United States Treasury Notes 1% | 15.18 | 37M | Government |
United States Treasury Notes 2.25% | 11.86 | 29M | Government |
United States Treasury Notes 3.88% | 10.05 | 25M | Government |
United States Treasury Notes 0.5% | 9.65 | 24M | Government |
First American Treasury Obligs X | 9.32 | 23M | Cash and Equivalents |
United States Treasury Notes 4% | 9.15 | 23M | Government |
United States Treasury Notes 4.5% | 8.18 | 20M | Government |
United States Treasury Notes 4.38% | 8.12 | 20M | Cash and Equivalents |
United States Treasury Notes 2.75% | 8.00 | 20M | Government |
United States