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Morningstar

SPDR® Nuveen Blmbg Hi Yld Muncpl Bd ETF HYMB

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

Morningstar’s Analysis HYMB

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

  • People Pillar

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

SPDR ® Nuveen Blmbg Hi Yld Muncpl Bd ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYMB

More HYMB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.23 56.4 Mil
municipal

BUCKEYE OHIO TOB SETTLEMENT FING AUTH 5%

1.61 40.7 Mil
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.784%

1.14 28.7 Mil
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.75%

0.83 21.1 Mil
municipal

PUERTO RICO COMWLTH 4%

0.64 16.3 Mil
municipal

PUERTO RICO COMWLTH 4%

0.61 15.5 Mil
municipal

NEW YORK LIBERTY DEV CORP LIBERTY REV 5%

0.60 15.1 Mil
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 5.625%

0.56 14.2 Mil
municipal

TUSCALOOSA CNTY ALA INDL DEV GULF OPPORTUNITY ZONE 5.25%

0.54 13.7 Mil
municipal

MATCHING FD SPL PURP SECURITIZATION CORP VIRGIN IS 5%

0.54 13.6 Mil
municipal