Morningstar

Carbon Collective Short Dur Grn Bd ETF CCSB

Morningstar Medalist Rating
Medalist Rating as of | See Carbon Collective Investment Hub

Morningstar’s Analysis CCSB

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

  • 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Carbon Collective Short Dur Grn Bd ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CCSB

More CCSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AES Corp. 1.38%

7.21 960,164
Corporate

Avangrid Inc 3.2%

4.65 618,725
Corporate

Goldman Sachs Group, Inc. 0.86%

4.62 614,901
Corporate

Bank of America Corp. 1.53%

4.47 595,572
Corporate

State Street Corporation 5.75%

3.81 507,308
Corporate

Denso Corp. 4.42%

3.80 506,199
Corporate

Santander Holdings USA Inc. 5.81%

3.78 502,938
Corporate

PNC Financial Services Group Inc. 4.76%

3.77 502,308
Corporate

Comision Federal de Electricidad 5.7%

3.77 501,626
Corporate

Wells Fargo & Co. 4.54%

3.75 499,771
Corporate

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