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Morningstar

US Treasury 2 Year Note ETF UTWO

Morningstar Analyst Rating
Quantitative rating as of | See North Slope Investment Hub

Morningstar’s Analysis UTWO

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

People Pillar

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

Summary

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US Treasury 2 Year Note ETF’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings UTWO

More UTWO Holdings
  • Current Portfolio Date Mar 29, 2023
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 2
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.63%

99.64
322,814,122
Government

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.35
1,138,687
Cash and Equivalents

U.S. Bank Money Market Deposit Account

0.01
33,161
Cash and Equivalents