(NUSI) NEOS Trust - Ratings and Ratios

The NEOS ETF Trust (NASDAQ:NUSI) is an actively-managed exchange-traded fund (ETF) designed to generate income through a combination of equity exposure and options strategies. The fund primarily invests in the stocks of the Nasdaq-100® Index and employs a put spread options collar to hedge downside risk and enhance returns. This approach allows the fund to benefit from the growth of the underlying index while mitigating potential losses during market downturns.

Under normal market conditions, the fund allocates at least 80% of its net assets, plus borrowings for investment purposes, to securities or derivative instruments linked to the Nasdaq-100® Index. This includes both the equities of the index and the options strategies used to create the collar. The fund is classified as non-diversified, meaning it can concentrate its holdings in a smaller number of securities, which may increase its vulnerability to market volatility but also allows for targeted investment strategies.

From a technical perspective, NUSI has shown a price of 50.95 as of the latest data, with key moving averages at SMA 20 (36.97), SMA 50 (30.47), and SMA 200 (25.80). The Average True Range (ATR) of 0.96 indicates moderate volatility. The funds average 20-day trading volume is 32,888 shares, reflecting moderate liquidity. With an AUM of $320.80 million, NUSI is a mid-sized ETF, which provides a balance between stability and flexibility in its investment strategies.

Over the next three months, NUSI is expected to exhibit a range-bound trading pattern, supported by the SMA 200 level of 25.80. The ATR of 0.96 suggests that price fluctuations will remain contained, with potential resistance near the SMA 50 at 30.47. The funds options collar strategy is likely to mitigate downside risk, making it attractive for investors seeking income with reduced volatility. The current AUM of $320.80 million reflects steady investor interest in its hybrid equity and income-generating approach.