Morningstar

NEOS NASDAQ-100(R) High Income ETF QQQI

Morningstar Medalist Rating
Medalist Rating as of | See Neos Funds Investment Hub

Morningstar’s Analysis QQQI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NEOS Nasdaq-100(R) High Income 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 QQQI

More QQQI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.59 1B
Technology

Apple Inc

7.52 1B
Technology

Microsoft Corp

5.91 880M
Technology

Micron Technology Inc

5.14 765M
Technology

Advanced Micro Devices Inc

4.28 637M
Technology

Amazon.com Inc

4.16 619M
Consumer Cyclical

Meta Platforms Inc Class A

3.34 497M
Communication Services

Alphabet Inc Class A

3.11 463M
Communication Services

Alphabet Inc Class C

2.89 429M
Communication Services

Tesla Inc

2.76 411M
Consumer Cyclical

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