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MINNMairs & Power Minnesota Municipal Bond ETF

Get income5y track recordRanked #771 of 1,650 in this goal

Seeks current income exempt from federal and Minnesota state income tax while preserving capital.

By Mairs & Power · Launched 2021

Annual Cost

0.25%

#1,139 of 5,854 · low cost

Fund Size

$47M

#3,706 of 5,854 · mid-size

Dividend YieldGoal

3.05%

Track Record

5 years

#2,273 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,392+3.9%

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 = 27.9% of fundwell diversified

First American Government Obli
5.0%
STILLWATER MN INDEP SCH DIST #
2.8%
MINNESOTA ST
2.7%
UNIV OF MINNESOTA MN
2.6%
MINNESOTA ST
2.6%
MET COUNCIL MINNEAPOLIS-SAINT
2.6%
SOUTH WASHINGTON CNTY MN INDEP
2.6%
MINNESOTA ST
2.4%
MANKATO MN INDEP SCH DIST #77
2.3%
MADELIA MN INDEP SCH DIST #837
2.3%

Asset allocation

Bonds
97.8%
Other
1.5%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.4%Low

Year-on-year price swings

Max drawdown
-18.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.18Below average
Sortino (3Y)
-0.25Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

10.5 years

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks current income exempt from federal and Minnesota state income tax while preserving capital.
Strategy
Invests primarily in municipal bonds and other municipal debt securities issued by Minnesota entities, aiming for current income exempt from federal and state taxes. Actively managed with a focus on investment-grade securities, employing a buy and hold strategy.
Inception date
March 11, 2021
Fund family
Mairs & Power

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Data updated on 2026-08-03