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CGHMCapital Group Municipal High-Income ETF

Get income2y track recordRanked #294 of 1,650 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%

#1,522 of 5,861 · low cost

Fund Size

$3.2B

#577 of 5,861 · large

Dividend YieldGoal

3.87%

Track Record

2 years

#3,553 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,852+8.5%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 5.3% of fundwell diversified

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%
South Carolina Jobs-Economic Development Authority
0.4%

Asset allocation

Bonds
99.6%
Cash
0.4%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.1%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

9.7 years

Credit ratings

US Government
1.8%
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

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Data updated on 2026-08-04