Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% -0.17% 240.41M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 17.00% -3.213M Upgrade

Basic Info

Investment Strategy
The Fund seeks as high a level of current income exempts from federal income tax and Massachusetts personal income tax as we believe is consistent with preservation of capital. The Fund will invest in bonds that pay interest that are exempt from federal income tax and Massachusetts personal income tax.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group Massachusetts Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Massachusetts Municipal Debt Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-2.39%
4.14%
2.76%
-0.30%
-12.05%
3.40%
-1.20%
-0.13%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.07%
-1.94%
4.07%
2.22%
-0.41%
-11.23%
3.16%
-1.14%
0.77%
-0.59%
9.52%
5.89%
2.18%
-13.03%
7.57%
1.17%
1.65%
-0.56%
10.16%
6.55%
2.28%
-16.60%
11.18%
1.45%
0.46%
As of December 22, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.73%
Stock 0.00%
Bond 96.76%
Convertible 0.00%
Preferred 0.00%
Other 1.51%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks as high a level of current income exempts from federal income tax and Massachusetts personal income tax as we believe is consistent with preservation of capital. The Fund will invest in bonds that pay interest that are exempt from federal income tax and Massachusetts personal income tax.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group Massachusetts Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Massachusetts Municipal Debt Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders