The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
SPDR® Nuveen Blmbg ST MunBd ETF SHM
Morningstar’s Analysis SHM
Will SHM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5% | 1.02 | 38.3 Mil | municipal |
CALIFORNIA ST 5% | 0.94 | 35.3 Mil | municipal |
CALIFORNIA ST 5% | 0.87 | 32.5 Mil | municipal |
NEW YORK N Y 5% | 0.86 | 32.1 Mil | municipal |
Ssi Us Gov Money Market Class State Street Inst Us Gov | 0.77 | 29.0 Mil | Cash and Equivalents |
TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 4% | 0.76 | 28.5 Mil | municipal |
UNIVERSITY CALIF REVS 5% | 0.69 | 25.9 Mil | municipal |
CHINO BASIN CALIF REGL FING AUTH REV 4% | 0.65 | 24.3 Mil | municipal |
CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.8% | 0.62 | 23.4 Mil | municipal |
UNIVERSITY CALIF REVS 5% | 0.61 | 22.7 Mil | municipal |