Morningstar

Rockefeller Opportunistic Municipal Bond ETF RMOP

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

Morningstar’s Analysis RMOP

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rockefeller Opportunistic Muncpl 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 RMOP

More RMOP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MEDICAL UNIV S C HOSP AUTH HOSP MTG REV 5.25%

2.52 11M
municipal

WORTHINGTON OHIO CITY SCH DIST 5.5%

2.28 10M
municipal

Texas Water Development Board

2.21 10M
municipal

EAGLE PASS TEX INDPT SCH DIST 5%

2.15 10M
municipal

NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5%

2.14 10M
municipal

ORLANDO FLA CAP IMPT SPL REV 5.25%

2.07 9M
municipal

US DOLLARS

1.88 8M
Cash and Equivalents

TARRANT CNTY TEX CULTURAL ED FACS FIN CORP REV 5%

1.86 8M
municipal

PENNSYLVANIA ST UNIV 5.5%

1.83 8M
municipal

CUYAHOGA CNTY OHIO 5.25%

1.79 8M
municipal

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