Morningstar

YieldMax Magnificent 7 Fund of Option Income ETFs YMAG

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

Morningstar’s Analysis YMAG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax Magnificent 7 Fd Of Opt IncETFs 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings YMAG

More YMAG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

YieldMax META Option Income Strategy ETF

14.89 44M
—

YieldMax NVDA Option Income Strategy ETF

14.85 44M
—

YieldMax MSFT Option Income Strategy ETF

14.29 42M
—

YieldMax AAPL Option Income Strategy ETF

14.09 41M
—

YieldMax GOOGL Option Income Stgy ETF

13.99 41M
—

YieldMax AMZN Option Income Strategy ETF

13.90 41M
—

YieldMax TSLA Option Income Strategy ETF

13.76 40M
—

First American Government Obligs X

0.94 3M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.72 −2M
—

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