Morningstar

F/m US Treasury 3 Year Note ETF UTRE

Morningstar Medalist Rating
Medalist Rating as of | See F/m Investments Investment Hub

Morningstar’s Analysis UTRE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

F/m US Treasury 3 Year Note 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UTRE

More UTRE Holdings
  • Current Portfolio Date
  • 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%

99.74 11M
Government

OTHER ASSETS AND LIABILITIES

2.52 271,103
—

U.S. Bank Money Market Deposit Account

0.00 375
Cash and Equivalents

US DOLLARS

−2.26 −243,717
Cash and Equivalents

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