Capital Group Short Dur Muncpl Inc ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Capital Group Short Duration Municipal Income ETF CGSM
Morningstar’s Analysis CGSM
Will CGSM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HOSP REV 1.35% | 1.29 | 16M | municipal |
TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5% | 1.09 | 13M | municipal |
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 1.5% | 0.89 | 11M | municipal |
MONTGOMERY CNTY MD REV 2.53% | 0.84 | 10M | municipal |
PEFA INC IOWA GAS PROJ REV 5% | 0.83 | 10M | municipal |
CONNECTICUT ST HEALTH & EDL FACS AUTH REV 0.85% | 0.80 | 10M | municipal |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 5.25% | 0.78 | 9M | municipal |
CONNECTICUT ST HEALTH & EDL FACS AUTH REV 1% | 0.74 | 9M | municipal |
TARRANT CNTY TEX CULTURAL ED FACS FIN CORP REV 5% | 0.72 | 9M | municipal |
EAST BATON ROUGE PARISH LA INC INDL DEV BRD REV 1.45% | 0.68 | 8M | municipal |
United States