Morningstar

Yuanta U.S. Treasury 20+ Year Bond ETF 00679B

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis 00679B

Will 00679B 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 00679B’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 00679B 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 00679B’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Yuanta U.S. Treasury 20+ Year Bond 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 00679B

More 00679B Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

5.35 9B
Government

United States Treasury Bonds 4.625%

5.24 8B
Government

United States Treasury Bonds 4.75%

5.17 8B
Government

United States Treasury Bonds 4.625%

5.16 8B
Government

United States Treasury Bonds 4.25%

4.83 8B
Government

United States Treasury Bonds 4.5%

4.81 8B
Government

United States Treasury Bonds 4.75%

4.50 7B
Government

United States Treasury Bonds 4.25%

4.29 7B
Government

United States Treasury Bonds 4.125%

3.76 6B
Government

United States Treasury Bonds 3.375%

2.88 5B
Government

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