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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% 0.21% 329.45M 19044.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 69.00% 81.53M Upgrade

Basic Info

Investment Strategy
The Fund seeks current income exempt from federal income taxes. The Fund invests in a portfolio of municipal bonds, including municipal mortgage-backed and asset-backed securities. While current income is the Funds primary focus, it seeks to produce income in a manner consistent with the preservation of principal.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group Intermediate Municipal Debt Funds
Global Macro Bond HC
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Intermediate Municipal Debt Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.09%
6.28%
4.82%
1.23%
-8.34%
5.16%
2.77%
4.03%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.01%
--
--
--
--
-7.78%
6.49%
2.77%
5.12%
--
7.47%
4.98%
1.58%
-7.44%
5.96%
1.88%
4.05%
--
--
--
--
-10.43%
8.46%
3.13%
4.23%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.24%
Stock 0.00%
Bond 99.62%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Basic Info

Investment Strategy
The Fund seeks current income exempt from federal income taxes. The Fund invests in a portfolio of municipal bonds, including municipal mortgage-backed and asset-backed securities. While current income is the Funds primary focus, it seeks to produce income in a manner consistent with the preservation of principal.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group Intermediate Municipal Debt Funds
Global Macro Bond HC
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Intermediate Municipal Debt Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
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