Morningstar

YieldMax Ultra Option Income Strategy ETF ULTY

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

Morningstar’s Analysis ULTY

Will ULTY outperform in the 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 ULTY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax Ultra Option Income Strat ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ULTY

More ULTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

5.22 37M
Technology

Lumentum Holdings Inc

5.05 36M
Technology

Lam Research Corp

5.04 35M
Technology

Comfort Systems USA Inc

4.70 33M
Industrials

Palantir Technologies Inc Ordinary Shares - Class A

4.58 32M
Technology

Analog Devices Inc

4.41 31M
Technology

Alphabet Inc Class A

4.40 31M
Communication Services

Shopify Inc Registered Shs -A- Subord Vtg

4.17 29M
Technology

Space Exploration Technologies Corp Class A

4.14 29M
Industrials

MercadoLibre Inc

4.05 29M
Consumer Cyclical

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