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AMUNabrdn Ultra Short Municipal Income Active ETF

Get incomeStay safe40y track recordRanked #64 of 387 in this goal

Seeks high after-tax current income consistent with preservation of capital.

By Aberdeen · Launched 1986

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$55M

#3,663 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

40 years

#2 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,202+2.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 38.9% of funddiversified

PORT OF PORT ARTHUR TX NAV DIST
4.6%
TENNESSEE ST ENERGY ACQUISITION CORP GAS REVENUE
4.1%
LANSING MI SCH DIST
4.1%
JP MORGAN CHASE PUTTERS/DRIVERS TRUST VARIOUS STATES
4.1%
CUMBERLAND CNTY NC INDL FACS & POLL CONTROL FING AUTH SOL WS
3.8%
CHANDLER AZ INDL DEV AUTH INDL DEV REVENUE
3.8%
POUGHKEEPSIE CITY NY
3.7%
FLORIDA INSURANCE ASSISTANCE INTERLOCAL AGY
3.7%
LOUISVILLE & JEFFERSON CNTY KY MET GOVT HLTH SYS REVENUE
3.7%
MISSISSIPPI BUSINESS FIN CORPMS SOL WST DISP FAC & WSTWTR F
3.3%

Asset allocation

Bonds
89.5%
Cash
10.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-0.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

3.8 years

Avg maturity

10.0 years

Credit ratings

AAA
0.8%
AA
27.6%
A
35.6%
BBB
34.0%
BB
2.3%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks high after-tax current income consistent with preservation of capital.
Strategy
Actively manages a portfolio primarily invested in investment grade fixed income securities that qualify as tax-exempt municipal obligations, with significant exposure to New York and Texas. Aims for high after-tax current income while preserving capital.
Inception date
March 17, 1986
Fund family
Aberdeen

Next steps

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Data updated on 2026-09-18