UFIV – US Treasury 5 Year Note ETF – ETF Stock Quote | Morningstar

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Will UFIV outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UFIV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

US Treasury 5 Year Note ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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Current Portfolio Date Apr 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 99.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
United States Treasury Notes 4.13%	99.66	18.0 Mil	Government
DEPOSITS WITH BROKER FOR SHORT POSITIONS	0.32	58,301	Cash and Equivalents
U.S. Bank Money Market Deposit Account	0.02	2,908	Cash and Equivalents

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