Morningstar

US Treasury 30 Year Bond ETF UTHY

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

Morningstar’s Analysis UTHY

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

  • People Pillar

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

US Treasury 30 Year Bond 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings UTHY

More UTHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.25%

99.49 18.2 Mil
Government

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.50 92,084
Cash and Equivalents

U.S. Bank Money Market Deposit Account

0.00 624
Cash and Equivalents

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