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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.02% 15.08M 4749.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 18.77M Upgrade

Basic Info

Investment Strategy
The Fund seeks attractive after-tax income for Massachusetts residents, consistent with preservation of capital. The Fund invests, under normal circumstances, at least 50% of its total assets in municipal securities that pay interest that is exempt from U.S. federal and Massachusetts income taxes.
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 BondBloxx
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Performance Versus Peer Group

 
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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
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.07%
-2.39%
4.14%
2.76%
-0.30%
-12.05%
3.40%
-1.20%
-0.13%
-14.04%
25.65%
6.48%
12.40%
-30.44%
2.58%
16.28%
7.82%
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1.18%
2.88%
As of December 22, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.03%
Stock 0.00%
Bond 98.33%
Convertible 0.00%
Preferred 0.00%
Other 0.64%
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Basic Info

Investment Strategy
The Fund seeks attractive after-tax income for Massachusetts residents, consistent with preservation of capital. The Fund invests, under normal circumstances, at least 50% of its total assets in municipal securities that pay interest that is exempt from U.S. federal and Massachusetts income taxes.
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 BondBloxx
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
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