JCALJPMorgan California Tax Free Bond ETF
Seeks high after-tax total return for California residents consistent with moderate risk of capital.
Launched 2026
Annual Cost
—
#5,822 of 5,822 · expensive
Fund Size
—
#5,822 of 5,822 · small
Dividend YieldGoal
—
Track Record
2 months
#5,679 of 5,822 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,850-1.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Active selection
Index tracked
Bloomberg California Municipal Bond Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks high after-tax total return for California residents consistent with moderate risk of capital.
- Strategy
- Invests primarily in municipal securities, focusing on those exempt from federal and California state taxes. Aims for high after-tax total return while maintaining moderate risk, with at least 80% of assets in municipal bonds.
- Inception date
- June 15, 2026
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Data updated on 2026-08-01