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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.

A sound investment process and strong management team underpin SPDR ® Nuveen Municipal Bond ESG 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 second-lowest 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 0
  • Bond Holdings 95
  • Other Holdings 1
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IDAHO HSG & FIN ASSN SALES TAX REV 4%

2.71
961,548
municipal

DALLAS TEX 3.125%

2.45
868,073
municipal

MEDFORD ORE HOSP FACS AUTH REV 5%

2.25
796,197
municipal

PORT SEATTLE WASH REV 5%

2.14
757,237
municipal

MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 4.7%

2.12
750,931
municipal

DISTRICT COLUMBIA REV 5%

2.01
713,741
municipal

GRAND RIVER DAM AUTH OKLA REV 5%

2.00
708,435
municipal

WASHINGTON ST 5%

1.99
706,318
municipal

WARM SPRINGS RESERVATION ORE CONFEDERATED TRIBES HYDROELECTRIC REV 5%

1.96
696,100
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

1.90
674,552
municipal