Skip to Content
Morningstar

VanEck HIP Sustainable Muni ETF SMI

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

Morningstar’s Analysis SMI

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

  • People Pillar

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

VanEck HIP Sustainable Muni ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SMI

More SMI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WYLIE TEX INDPT SCH DIST COLLIN CNTY 5%

4.97 567,351
municipal

HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 4%

4.50 514,285
municipal

PORT AUTH N Y & N J 5%

4.49 512,550
municipal

LOS ANGELES CALIF DEPT ARPTS REV 5%

4.32 493,274
municipal

DALLAS TEX INDPT SCH DIST 4%

4.20 480,171
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

3.54 404,478
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

3.42 390,561
municipal

MASSACHUSETTS ST 5%

3.17 361,880
municipal

ARIZONA INDL DEV AUTH ED REV 4%

3.13 357,623
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 5%

3.07 350,937
municipal