Morningstar

Northern Trust Short-Term Tax-Exempt Bond ETF TAXS

Morningstar Medalist Rating
Medalist Rating as of | See Northern Trust Investment Hub

Morningstar’s Analysis TAXS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Northern Trust Short Term Tax Exm Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TAXS

More TAXS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

INDIANA ST FIN AUTH WASTEWATER UTIL REV 5%

0.19 318,234
municipal

CENTRAL PLAINS ENERGY PROJ NEB GAS SUPPLY REV 5%

0.19 307,304
municipal

DUVAL CNTY FLA SCH BRD CTFS PARTN 5%

0.18 300,628
municipal

DISTRICT COLUMBIA WTR & SWR AUTH PUB UTIL REV 5%

0.17 289,785
municipal

SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA 5.5%

0.17 289,542
municipal

WASHINGTON D C MET AREA TRAN AUTH GROSS REV 5%

0.17 288,512
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.17 279,243
municipal

OHIO ST WTR DEV AUTH POLLUTION CTL FACS REV 5%

0.17 275,512
municipal

OHIO ST MAJOR NEW ST INFRASTRUCTURE PROJ REV 5%

0.16 265,926
municipal

KENTUCKY ST PPTY & BLDGS COMMN REVS 5%

0.16 261,854
municipal

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