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CGMUCapital Group Municipal Income ETF

Get income3y track recordRanked #202 of 1,628 in this goal

Provides a high level of current income exempt from federal income tax, consistent with preservation of capital.

By Capital Group · Launched 2022

Annual Cost

0.27%

#1,321 of 5,573 · low cost

Fund Size

$6.1B

#397 of 5,573 · large

Dividend YieldGoal

3.34%

Track Record

3 years

#2,832 of 5,573 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,663+6.6%

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 = 5.5% of fundwell diversified

County of Montgomery MD
0.8%
Triborough Bridge & Tunnel Authority
0.8%
Black Belt Energy Gas District
0.6%
Commonwealth of Puerto Rico
0.6%
Texas Municipal Gas Acquisition & Supply Corp VI
0.5%
Puerto Rico Sales Tax Financing Corp Sales Tax Revenue
0.5%
Black Belt Energy Gas District
0.5%
New York City Municipal Water Finance Authority
0.4%
Board of Regents of the University of Texas System
0.4%
Utah Transit Authority
0.4%

Asset allocation

Bonds
99.0%
Cash
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.3%Low

Year-on-year price swings

Max drawdown
-4.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.32Below average
Sortino (3Y)
0.44Moderate downside risk

Bond profile

Duration

4.7 years

Avg maturity

10.4 years

Credit ratings

US Government
0.0%
AAA
23.6%
AA
39.0%
A
18.5%
BBB
5.1%
BB
3.8%
B
0.3%
Below B
0.0%
Other
9.6%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Provides a high level of current income exempt from federal income tax, consistent with preservation of capital.
Strategy
Invests primarily in municipal bonds and other debt instruments, aiming for high current income exempt from federal tax. Normally invests at least 80% of assets in tax-exempt securities and may invest up to 30% in securities subject to federal alternative minimum tax.
Inception date
October 25, 2022
Fund family
Capital Group

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Data updated on 2026-06-20