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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
4.72% 0.06% 18.00M 1098.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 37.00% -2.713M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return with an emphasis on providing current income. Under normal market conditions, the Fund is a "fund of funds" that will invest in municipal bond closed-end funds trading at a discount or premium to their underlying net asset value and that pay regular periodic cash distributions.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group General & Insured Municipal Debt Funds
Global Macro Bond HC
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General & Insured Municipal Debt Funds
Fund Owner Firm Name Rareview Capital
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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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--
--
--
--
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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
--
--
--
10.62%
-22.56%
4.33%
7.16%
5.95%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.01%
0.16%
9.19%
7.39%
0.80%
-12.16%
7.72%
2.46%
3.47%
--
--
--
--
--
--
1.99%
3.18%
--
1.31%
6.18%
4.23%
-11.27%
7.35%
3.41%
4.06%
-0.09%
9.00%
5.06%
2.37%
-13.16%
8.65%
0.81%
1.55%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -16.47%
Stock 0.00%
Bond 142.7%
Convertible 0.00%
Preferred -12.04%
Other -14.16%
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Basic Info

Investment Strategy
The Fund seeks total return with an emphasis on providing current income. Under normal market conditions, the Fund is a "fund of funds" that will invest in municipal bond closed-end funds trading at a discount or premium to their underlying net asset value and that pay regular periodic cash distributions.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group General & Insured Municipal Debt Funds
Global Macro Bond HC
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General & Insured Municipal Debt Funds
Fund Owner Firm Name Rareview Capital
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
Start Trial

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