Morningstar

Rockefeller New York Municipal Bond ETF RMNY

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

Morningstar’s Analysis RMNY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rockefeller New York Municipal Bond 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 RMNY

More RMNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LONG IS PWR AUTH N Y ELEC SYS REV 5.25%

3.45 980,418
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5.25%

2.84 808,449
municipal

SUFFOLK REGL OFF-TRACK BETTING CORP N Y REV 6%

2.59 736,024
municipal

ONTARIO CNTY N Y LOC DEV CORP REV 6.5%

2.51 713,631
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5%

2.50 711,672
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

2.49 708,230
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 5.5%

2.41 686,248
municipal

ISLIP N Y ECONOMIC DEV CORP REV 5.88%

2.40 682,186
municipal

METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD 5%

2.33 663,387
municipal

NEW YORK N Y 5.25%

2.19 623,647
municipal

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