Morningstar

Neos S&P 500(R) High Income ETF SPYI

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

Morningstar’s Analysis SPYI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NEOS S&P 500(R) 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 SPYI

More SPYI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.04 1B
Technology

Apple Inc

7.49 938M
Technology

Microsoft Corp

5.93 743M
Technology

Amazon.com Inc

3.73 468M
Consumer Cyclical

Alphabet Inc Class A

3.03 380M
Communication Services

Broadcom Inc

2.46 308M
Technology

Alphabet Inc Class C

2.44 306M
Communication Services

Meta Platforms Inc Class A

2.40 301M
Communication Services

First American Treasury Obligs X

1.87 234M
Cash and Equivalents

Tesla Inc

1.55 194M
Consumer Cyclical

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