Morningstar

AB Tax-Aware Short Duration Municipal ETF TAFI

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

Morningstar’s Analysis TAFI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Tax-Aware Short Dur Municipal 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 TAFI

More TAFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV 3.55%

1.54 21M
municipal

ARIZONA HEALTH FACS AUTH REV 3.6%

1.42 19M
municipal

QUINCY MASS 5%

1.16 16M
municipal

TENDER OPT BD TR RCPTS / CTFS VAR STS 3.87%

1.04 14M
municipal

ALABAMA ST TOLL ROAD BRIDGE ATRTRN 10/32 FIXED 5

1.03 14M
municipal

NEW YORK N Y 5%

1.01 14M
municipal

CUMBERLAND CNTY N C INDL FACS & POLLUTN CTL FING AUTH SOLID WASTE DISP REV

0.90 12M
municipal

COLORADO HEALTH FACS AUTH REV 5%

0.79 11M
municipal

ILLINOIS FIN AUTH REV 3.55%

0.77 10M
municipal

REVERE MASS 4%

0.74 10M
municipal

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