Morningstar

American Century California Municipal Bond ETF CATF

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis CATF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century California Muni Bd 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
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Portfolio Holdings CATF

More CATF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

4.39 4M
Cash and Equivalents

CALIFORNIA ST 3.5%

1.43 1M
municipal

RIVERSIDE CNTY CALIF TRANSN COMMN TOLL REV 4%

0.97 806,119
municipal

ORANGE CALIF UNI SCH DIST ORANGE CNTY 3.125%

0.91 761,529
municipal

CALIFORNIA ST 4%

0.90 752,547
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

0.88 737,413
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329%

0.84 700,235
municipal

EAST CNTY ADVANCED WTR PURIFICATION JT PWRS AUTH CALIF REV 3.125%

0.83 690,013
Cash and Equivalents

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

0.78 653,360
municipal

CALIFORNIA MUN FIN AUTH REV 5%

0.75 624,906
municipal

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