The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
US Treasury 20 Year Bond ETF UTWY
Morningstar’s Analysis UTWY
Will UTWY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 98.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Bonds 4.5% | 98.89 | 18.4 Mil | Government |
DEPOSITS WITH BROKER FOR SHORT POSITIONS | 1.11 | 206,140 | Cash and Equivalents |
U.S. Bank Money Market Deposit Account | 0.00 | 584 | Cash and Equivalents |