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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.53% 0.04% 18.37M 1987.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 276.0% 15.25M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide income exempt from Federal and New York state income taxes. The Fund, an actively managed ETF, will invests 80% of its net assets, plus borrowings for investment purposes, in debt securities that are exempted from US federal and New York state income tax by investing in New York Municipal Bonds.
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 New York Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective New York Municipal Debt Funds
Fund Owner Firm Name Rockefeller Funds
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Performance Versus Peer Group

 
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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
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.07%
-0.59%
9.52%
5.89%
2.18%
-13.03%
7.57%
1.17%
1.65%
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-10.65%
6.14%
1.74%
3.77%
-2.57%
4.92%
1.60%
0.00%
-13.06%
4.27%
-1.24%
-0.74%
-6.37%
14.46%
6.07%
2.94%
-22.76%
11.33%
3.82%
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As of December 22, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.13%
Stock 0.00%
Bond 101.2%
Convertible 0.00%
Preferred 0.00%
Other -1.29%
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Basic Info

Investment Strategy
The Fund seeks to provide income exempt from Federal and New York state income taxes. The Fund, an actively managed ETF, will invests 80% of its net assets, plus borrowings for investment purposes, in debt securities that are exempted from US federal and New York state income tax by investing in New York Municipal Bonds.
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 New York Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective New York Municipal Debt Funds
Fund Owner Firm Name Rockefeller Funds
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
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