Morningstar

abrdn Ultra Short Municipal Income Active ETF AMUN

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

Morningstar’s Analysis AMUN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

abrdn Ultra Short Municipal Inc Act ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AMUN

More AMUN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

J P MORGAN CHASE PUTTERS / DRIVERS TR VAR STS 1.87%

4.02 2M
municipal

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

3.71 2M
municipal

CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 5%

3.69 2M
municipal

NEWARK N J 4.25%

3.66 2M
municipal

JOHNSON CITY N Y 4%

3.66 2M
municipal

TENDER OPT BD TR RCPTS / CTFS VAR STS 2.06%

3.65 2M
municipal

POUGHKEEPSIE CITY N Y 3.5%

3.65 2M
municipal

PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV 2.5%

3.47 2M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 1.55%

3.29 2M
municipal

MISSISSIPPI BUSINESS FIN CORP MISS REV 2.89%

2.99 2M
municipal

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