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Capital Group Short Dur Muncpl Inc ETF CGSM

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub

Morningstar’s Analysis CGSM

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

  • People Pillar

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

A strong management team and sound investment process underpin Capital Group Short Dur Muncpl Inc ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGSM

More CGSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

3.21 1.7 Mil
Government

CHICAGO ILL TRAN AUTH CAP GRNT RCPTS REV 5%

2.58 1.3 Mil
Cash and Equivalents

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

2.32 1.2 Mil
municipal

CALIFORNIA ST PUB WKS BRD LEASE REV 5%

1.96 1.0 Mil
municipal

GREAT LAKES WTR AUTH MICH WTR SUPPLY SYS REV 5%

1.92 1.0 Mil
Cash and Equivalents

KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%

1.91 997,493
municipal

MINNESOTA ST HSG FIN AGY 3.5%

1.67 873,525
municipal

METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN 5%

1.66 864,955
municipal

VIRGINIA SMALL BUSINESS FING AUTH REV 5%

1.64 856,843
municipal

WISCONSIN ST 5%

1.63 850,000
municipal