Yields for You Strategy A ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Yields for You Strategy A ETF YFYA
Morningstar’s Analysis YFYA
Will YFYA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Touchstone Ultra Short Income ETF | 30.11 | 3M | — |
State Street® SPDR® Blmbg1-3MthT-BillETF | 26.23 | 3M | — |
AAM Low Duration Pref & Inc Secs ETF | 19.78 | 2M | — |
JPMorgan Nasdaq Equity Premium Inc ETF | 5.17 | 501,964 | — |
BondBloxx Bloomberg Two YrTrgDurUSTrsETF | 5.00 | 485,962 | — |
JPMorgan Equity Premium Income ETF | 4.95 | 480,962 | — |
BondBloxx BB Rated USD HY Corp Bd ETF | 4.93 | 479,228 | — |
BondBloxx Bloomberg SixMthTrgDurUSTrsETF | 3.58 | 347,479 | — |
US BANK MMDA - USBGFS 9 | 0.23 | 22,675 | Cash and Equivalents |
OTHER ASSETS AND LIABILITIES | 0.01 | 933 | — |