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Morningstar

SPDR® Nuveen Municipal Bond ESG ETF MBNE

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis MBNE

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

  • People Pillar

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

SPDR ® Nuveen Municipal Bond ESG ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MBNE

More MBNE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IDAHO HSG & FIN ASSN SALES TAX REV 4%

2.42 960,868
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.31 917,088
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 6%

2.25 892,433
municipal

DALLAS TEX 3.125%

2.18 863,164
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5%

2.11 838,136
municipal

MEDFORD ORE HOSP FACS AUTH REV 5%

2.01 796,895
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

1.97 779,608
municipal

PENNSYLVANIA ECONOMIC DEV FING AUTH SOLID WASTE DISP REV 4.6%

1.92 759,838
municipal

MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 4.7%

1.92 758,977
municipal

PORT SEATTLE WASH REV 5%

1.90 751,142
municipal