Morningstar

Nuveen Municipal Income ETF NUMI

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub

Morningstar’s Analysis NUMI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Municipal Income 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
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Portfolio Holdings NUMI

More NUMI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

1.21 1M
Cash and Equivalents

ADAMS CNTY COLO SCH DIST NO 014 5.5%

1.18 1M
municipal

CONROE TEX INDPT SCH DIST 5%

0.94 843,910
municipal

MINNETONKA MINN INDPT SCH DIST NO 276 0%

0.91 818,119
municipal

CALIFORNIA ST UNIV REV 5%

0.91 812,721
municipal

AUSTIN TEX ARPT SYS REV 5%

0.89 796,507
municipal

COLLIN CNTY TEX 5%

0.88 791,838
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5.5%

0.88 788,227
municipal

NJ TRANSP 5.% 06/15/56

0.82 731,239
municipal

MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 4%

0.81 726,027
municipal

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