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Morningstar

SPDR® Nuveen Municipal Bond ESG ETF MBNE

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

Morningstar’s Analysis MBNE

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

  • People Pillar

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

SPDR ® Nuveen Municipal Bond ESG ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MBNE

More MBNE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SOUTH CAROLINA ST PUB SVCS AUTH REV 5%

2.43 995,128
municipal

IDAHO HSG & FIN ASSN SALES TAX REV 4%

2.39 977,205
municipal

Ssi Us Gov Money Market Class State Street Inst Us Gov

2.37 970,567
Cash and Equivalents

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.25 920,939
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 6%

2.19 894,320
municipal

DALLAS TEX 3.125%

2.17 886,701
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5%

2.07 845,638
municipal

MEDFORD ORE HOSP FACS AUTH REV 5%

1.96 803,488
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

1.94 791,847
municipal

MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 4.7%

1.86 761,622
municipal