Morningstar

Capital Group Municipal Income ETF CGMU

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

Morningstar’s Analysis CGMU

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

  • People Pillar

    The People Pillar is our evaluation of the CGMU 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 CGMU’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 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGMU

More CGMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 24

9.19 225.8 Mil
Government

GAINESVILLE FLA UTILS SYS REV 3.98%

0.75 18.5 Mil
municipal

WHITING IND ENVIRONMENTAL FACS REV 5%

0.75 18.4 Mil
municipal

ARIZONA INDL DEV AUTH HOSP REV 3.8%

0.63 15.4 Mil
municipal

INDIANA MUN PWR AGY PWR SUPPLY SYS REV 5%

0.61 14.9 Mil
municipal

HOUSTON TEX ARPT SYS REV 5%

0.60 14.8 Mil
municipal

TRIBOROUGH BRDG & TUNL AUTH NY REVS 3.9%

0.59 14.4 Mil
municipal

CHICAGO ILL BRD ED 4%

0.56 13.7 Mil
municipal

BLACK BELT ENERGY GAS DIST ALA GAS SUPPLY REV 5.25%

0.54 13.3 Mil
municipal

PUERTO RICO COMWLTH 0%

0.52 12.7 Mil
municipal

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