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MFLXFirst Trust Flexible Municipal High Income ETF

Get income9y track recordRanked #1,304 of 1,706 in this goal

Seeks current income.

By First Trust · Launched 2016

Annual Cost

0.75%

#4,069 of 6,040 · expensive

Fund Size

$21M

#4,526 of 6,040 · small

Return (1Y)

+0.2%

Track Record

9 years

#1,471 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,002+0.0%

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 = 19.7% of funddiversified

COLUMBUS OHIO REGL ARPT AUTH
2.9%
JEFFERSON CNTY ALA
2.7%
DUTCHESS CNTY N Y LOC DEV CORP
1.8%
CHARLESTON CNTY S C ARPT DIST
1.8%
MAINE FINANCE AUTHORITY (ME)
1.8%
INDIANAPOLIS IND LOC PUB IMPT BD BK
1.7%
MASSACHUSETTS ST DEV FIN AGY
1.7%
VERMONT ECONOMIC DEV AUTH
1.7%
TEXAS WATER DEV BRD
1.7%
HAMILTON CNTY OHIO
1.7%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.0%Low

Year-on-year price swings

Max drawdown
-26.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.16Below average
Sortino (3Y)
0.23Moderate downside risk

Bond profile

Duration

5.0 years

Avg maturity

9.9 years

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks current income.
Strategy
Invests primarily in municipal debt securities that pay interest exempt from federal income taxes, focusing on longer duration, higher yielding securities, including those rated below investment grade. May invest in distressed securities and derivatives instruments.
Inception date
September 27, 2016
Fund family
First Trust

Next steps

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Data updated on 2026-09-18