Skip to content

CGHMCapital Group Municipal High-Income ETF

Get income2y track recordRanked #313 of 1,706 in this goal

Seeks a high level of current income exempt from regular federal income tax.

By Capital Group · Launched 2024

Annual Cost

0.34%

#1,567 of 6,040 · low cost

Fund Size

$3.3B

#590 of 6,040 · large

Return (1Y)

+1.7%

Track Record

2 years

#3,567 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,166+1.7%

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 = 5.3% of funddiversified

Commonwealth of Puerto Rico
1.1%
Commonwealth of Puerto Rico
0.9%
Mobile County Industrial Development Authority
0.4%
Industrial Development Authority of the City of Phoenix Arizona/The
0.4%
Puerto Rico Commonwealth Aqueduct & Sewer Authority
0.4%
Arkansas Development Finance Authority
0.4%
Black Belt Energy Gas District
0.4%
Capital Trust Agency Inc
0.4%
Connecticut State Health & Educational Facilities Authority
0.4%
Illinois Finance Authority
0.4%

Asset allocation

Bonds
99.7%
Cash
0.3%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.2%Low

Year-on-year price swings

Max drawdown
-5.9%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

4.7 years

Avg maturity

9.5 years

Credit ratings

US Government
0.2%
AAA
8.2%
AA
16.4%
A
11.3%
BBB
16.6%
BB
11.3%
B
1.4%
Below B
0.4%
Other
34.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income exempt from regular federal income tax.
Strategy
Invests primarily in municipal bonds to provide a high level of current income exempt from federal taxation. The fund may invest at least 80% of its assets in tax-exempt securities and at least 60% in debt securities rated BBB+ or below or Baa1 or below.
Inception date
June 25, 2024
Fund family
Capital Group

Next steps

Save CGHM to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18