Morningstar

Carbon Collective Short Duration Green Bond ETF CCSB

Morningstar Medalist Rating
Medalist Rating as of | See Carbon Collective Investment Hub

Morningstar’s Analysis CCSB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carbon Collective Short Dur Grn Bd 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 CCSB

More CCSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Public Service Company of Oklahoma 2.2%

4.35 1M
Corporate

HA Sustainable Infrastructure Capital Inc 6.15%

4.33 1M
Corporate

Wisconsin Power and Light Company 3.95%

4.16 1M
Corporate

Boston Properties LP 2.55%

3.96 1M
Corporate

Mizuho Financial Group Inc. 3.26%

3.94 1M
Corporate

Dominion Energy Inc 2.25%

3.58 988,004
Corporate

First American Government Obligs X

3.51 969,996
Cash and Equivalents

ING Bank N.V. 4.71%

3.50 965,526
Corporate

New York State Electric & Gas Corporation 5.05%

3.38 933,920
Corporate

NXP B V / NXP Funding LLC & NXP USA Inc 2.5%

3.14 868,668
Corporate

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