UTHY – US Treasury 30 Year Bond ETF – ETF Stock Quote | Morningstar

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Will UTHY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

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

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

US Treasury 30 Year Bond 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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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Current Portfolio Date Apr 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 99.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
United States Treasury Bonds 4.25%	99.13	21.6 Mil	Government
DEPOSITS WITH BROKER FOR SHORT POSITIONS	6.70	1.5 Mil	Cash and Equivalents
US DOLLARS	−5.83	−1.3 Mil	Cash and Equivalents

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