Morningstar

Vest 2 Year Interest Rate Hedge ETF HYKE

Morningstar Medalist Rating
Medalist Rating as of | See vest Investment Hub

Morningstar’s Analysis HYKE

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

  • People Pillar

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

Vest 2 Year Interest Rate Hedge ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYKE

More HYKE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

70.49 843,472
Cash and Equivalents

US DOLLARS

28.42 340,000
Cash and Equivalents

Payer Swaption 3.37% 09/30/24

26.27 314,281
Derivative

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.18 2,208
Cash and Equivalents

Payer Swaption 4.91% 09/30/24

−0.84 −10,000
Derivative

Cash Offset

−24.53 −293,447
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