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 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Cash Sweep Blackrock Liq Fd Municash In

8.73 12M
Cash and Equivalents

UNIV CALIF REGTS MED CTR POOLED REV 3.3%

1.72 2M
municipal

SAN MATEO CNTY CALIF JT PWRS FING AUTH LEASE REV 5%

1.23 2M
municipal

CALIFORNIA MUN FIN AUTH SPL FAC REV 4%

1.05 1M
municipal

SOUTHERN CALIF PUB PWR AUTH SOUTHN TRANSMISSION SYS RENEWAL PROJ REV 5%

1.03 1M
municipal

United States Treasury Notes 4.375%

1.02 1M
Government

ORANGE CNTY CALIF CMNTY FACS DIST SPL TAX 5%

0.88 1M
municipal

CALIFORNIA ST 3.5%

0.83 1M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329%

0.82 1M
municipal

LOS ANGELES CNTY CALIF SANTN DISTS FING AUTH REV 5%

0.81 1M
municipal

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