The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
SPDR® Nuveen Blmbg ST MunBd ETF SHM
Morningstar’s Analysis SHM
Will SHM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ssi Us Gov Money Market Class State Street Inst Us Gov | 1.00 | 36.8 Mil | Cash and Equivalents |
CALIFORNIA ST 5% | 0.97 | 35.7 Mil | municipal |
CALIFORNIA ST 5% | 0.90 | 33.0 Mil | municipal |
NEW YORK N Y 5% | 0.89 | 32.5 Mil | municipal |
TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 4% | 0.79 | 28.9 Mil | municipal |
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5% | 0.71 | 26.1 Mil | municipal |
CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.8% | 0.64 | 23.6 Mil | municipal |
UNIVERSITY CALIF REVS 5% | 0.63 | 23.2 Mil | municipal |
UNIVERSITY CALIF REVS 5% | 0.60 | 22.0 Mil | municipal |
NEW YORK ST TWY AUTH ST PERS INCOME TAX REV 5% | 0.57 | 20.9 Mil | municipal |