Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Aptus Enhanced Yield ETF JUCY
Morningstar’s Analysis JUCY
Will JUCY outperform in 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 77.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 2.75% | 14.09 | 49.3 Mil | Government |
United States Treasury Notes 1% | 13.08 | 45.8 Mil | Government |
United States Treasury Notes 4.38% | 13.01 | 45.5 Mil | Government |
United States Treasury Notes 2.25% | 8.22 | 28.8 Mil | Government |
United States Treasury Notes 3.88% | 7.13 | 24.9 Mil | Government |
United States Treasury Notes 1.63% | 6.86 | 24.0 Mil | Government |
United States Treasury Notes 0.5% | 6.50 | 22.7 Mil | Government |
United States Treasury Notes 4.5% | 5.93 | 20.7 Mil | Government |
United States Treasury Notes 0.25% | 5.52 | 19.3 Mil | Government |
United States Treasury Notes 4.5% | 4.00 | 14.0 Mil | Cash and Equivalents |