Morningstar

Aptus Enhanced Yield ETF JUCY

Morningstar Medalist Rating
Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis JUCY

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Aptus Enhanced Yield ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JUCY

More JUCY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.75%

14.09 49.3 Mil
Government

United States Treasury Notes 1%

13.08 45.8 Mil
Government

United States Treasury Notes 4.38%

13.01 45.5 Mil
Government

United States Treasury Notes 2.25%

8.22 28.8 Mil
Government

United States Treasury Notes 3.88%

7.13 24.9 Mil
Government

United States Treasury Notes 1.63%

6.86 24.0 Mil
Government

United States Treasury Notes 0.5%

6.50 22.7 Mil
Government

United States Treasury Notes 4.5%

5.93 20.7 Mil
Government

United States Treasury Notes 0.25%

5.52 19.3 Mil
Government

United States Treasury Notes 4.5%

4.00 14.0 Mil
Cash and Equivalents

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