Morningstar

Rockefeller California Municipal Bond ETF RMCA

Morningstar Medalist Rating
Medalist Rating as of | See Rockefeller Investment Hub

Morningstar’s Analysis RMCA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rockefeller California Municipal 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
Rated on Published on

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Portfolio Holdings RMCA

More RMCA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA MUN FIN AUTH ACADEMIC FACS REV 5.5%

2.76 506,339
municipal

BURBANK GLENDALE PASADENA ARPT AUTH CALIF ARPT REV 5.25%

2.64 485,271
municipal

LAMMERSVILLE CALIF JT UNI SCH DIST SPL TAX 5.25%

2.63 483,319
municipal

Perris Community Facilities District

2.63 483,026
municipal

CALIFORNIA HSG FIN AGY AFFORDABLE HSG REV 5%

2.61 479,205
municipal

CALIFORNIA SCH FACS FING AUTH REV 0%

2.37 436,101
municipal

DOWNEY CALIF UNI SCH DIST 4%

2.30 421,992
municipal

LOS ANGELES CALIF DEPT ARPTS ARPT REV 5.5%

2.18 400,995
municipal

CALIFORNIA PUB FIN AUTH SR LIVING REV 6.63%

2.17 398,112
municipal

CALIFORNIA CNTY CALIF TOB SECURITIZATION AGY TOB SETTLEMENT REV 0%

1.94 356,907
municipal

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