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.
Carbon Collective Short Duration Green Bond ETF CCSB
Morningstar’s Analysis CCSB
Will CCSB outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs X | 6.72 | 2M | Cash and Equivalents |
HA Sustainable Infrastructure Capital Inc 6.15% | 4.77 | 1M | Corporate |
Wisconsin Power and Light Company 3.95% | 4.61 | 1M | Corporate |
Boston Properties LP 2.55% | 4.38 | 1M | Corporate |
Dominion Energy Inc 2.25% | 3.94 | 1M | Corporate |
Public Service Company of Oklahoma 2.2% | 3.92 | 1M | Corporate |
New York State Electric & Gas Corporation 5.05% | 3.83 | 987,748 | Corporate |
Mizuho Financial Group Inc. 3.26% | 3.73 | 962,625 | Corporate |
NXP B V / NXP Funding LLC & NXP USA Inc 2.5% | 3.48 | 898,362 | Corporate |
HA Sustainable Infrastructure Capital Inc 6% | 3.24 | 836,153 | Corporate |
United States