Morningstar

Capital Group Municipal High-Income ETF CGHM

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub

Morningstar’s Analysis CGHM

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

  • People Pillar

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

A strong management team and sound investment process underpin Capital Group Municipal High-Income ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGHM

More CGHM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CLARKSVILLE TENN PUB BLDG AUTH REV 2.85%

7.47 2.0 Mil
municipal

GAINESVILLE FLA UTILS SYS REV 2.78%

7.47 2.0 Mil
municipal

ILLINOIS FIN AUTH REV 2.55%

7.47 2.0 Mil
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 3.45%

7.47 2.0 Mil
municipal

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

4.78 1.3 Mil
Government

NATIONAL FIN AUTH N H SOLID WASTE DISP REV 2.15%

3.17 850,000
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5.5%

2.64 707,543
municipal

GALVESTON CNTY TEX MUN UTIL DIST NO 79 4.625%

2.05 550,277
municipal

TEXAS ST DEPT HSG & CMNTY AFFAIRS RESIDENTIAL MTG REV 6%

2.04 547,531
municipal

ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV 5.25%

2.00 535,234
municipal

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