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MSFY
-3.03 · -11.91%
$22.39 · BATS

Kurv Yield Premium Strategy Microsoft ETF (MSFY) ETF Analysis | Derivative Income

Kurv Investment Management Inc. · USA
AUM:$8.1M
#– of – in Derivative Income ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

MSFY returned -2.5% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.99% — above average for this category.

What is MSFY?

The fund is an actively managed exchange traded fund that seeks current income while maintaining the opportunity for exposure to the share price (i. , the price returns) of the common stock of Microsoft Corporation ("MSFT"); however the strategy limits potential investment gains related to share price appreciation.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
MSFY returned -2.5% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.99% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 1.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$8.1M
Expense Ratio0.99%
Dividend Yield21.17%
Holdings1
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProviderKurv Investment Management Inc.
Beta–
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.9%
1Y
-9.8%
3Y
+23.6%
5Y
+23.6%
OpenBook InsightIf you had invested £10,000 in MSFY 5 years ago, it would have grown to £12,360 — a gain of £2,360.

Annual Returns

Calendar year performance

MSFY delivered positive returns in 3 of the last 4 calendar years.
YearMSFY
2026 YTD-6.0%
2025+15.4%
2024+12.3%
2023+6.4%
CAGR 3yr+11.3%
3/4 positive yearsAvg return: +7.0%Worst year: -6.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
44.8%
Very High
Momentum
+19.8%
30-day change
Support Level
19.52
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 19.8% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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