Morningstar

NEOS S&P 500 Hedged Equity Income ETF SPYH

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

Morningstar’s Analysis SPYH

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NEOS S&P 500 Hedged Equity 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 SPYH

More SPYH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.87 3M
Technology

Apple Inc

7.55 3M
Technology

Microsoft Corp

5.94 2M
Technology

OTHER ASSETS AND LIABILITIES

5.85 2M
—

Amazon.com Inc

3.67 1M
Consumer Cyclical

Alphabet Inc Class A

2.79 1M
Communication Services

Broadcom Inc

2.35 902,913
Technology

Alphabet Inc Class C

2.25 865,279
Communication Services

Meta Platforms Inc Class A

2.09 802,703
Communication Services

Tesla Inc

1.68 643,823
Consumer Cyclical

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