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Morningstar

SPDR® Nuveen Blmbg ST MunBd ETF SHM

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

Morningstar’s Analysis SHM

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

  • People Pillar

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

A strong management team and sound investment process underpin SPDR ® Nuveen Blmbg ST MunBd ETF's 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHM

More SHM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

0.96 36.7 Mil
municipal

CALIFORNIA ST 5%

0.92 35.2 Mil
municipal

CHINO BASIN CALIF REGL FING AUTH REV 4%

0.90 34.3 Mil
municipal

CALIFORNIA ST 5%

0.85 32.5 Mil
municipal

NEW YORK N Y 5%

0.83 32.0 Mil
municipal

CALIFORNIA ST 5%

0.77 29.7 Mil
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 4%

0.74 28.5 Mil
municipal

UNIVERSITY CALIF REVS 5%

0.68 26.0 Mil
municipal

CALIFORNIA ST PUB WKS BRD LEASE REV 5%

0.67 25.8 Mil
municipal

CALIFORNIA ST 4%

0.65 25.0 Mil
municipal