Morningstar

US Treasury 7 Year Note ETF USVN

Morningstar Medalist Rating
Medalist Rating as of | See North Slope Investment Hub

Morningstar’s Analysis USVN

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

  • People Pillar

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

US Treasury 7 Year Note ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings USVN

More USVN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.75%

49.86 5.4 Mil
Government

United States Treasury Notes 3.63%

49.55 5.4 Mil
Government

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.59 64,488
Cash and Equivalents

U.S. Bank Money Market Deposit Account

0.00 324
Cash and Equivalents

Sponsor Center