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MNBDALPS | BBH Intermediate Municipal Bond ETF

Get income4y track recordRanked #981 of 1,706 in this goal

Seeks to protect investor's capital and generate attractive risk-adjusted returns.

By ALPS · Launched 2022

Annual Cost

0.44%

#2,199 of 6,040 · average

Fund Size

$57M

#3,628 of 6,040 · mid-size

Return (1Y)

+0.5%

Track Record

4 years

#2,642 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,062+0.6%

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

Holdings

By weight

Concentration

Top 10 holdings = 21.5% of funddiversified

Treasury Bill
5.1%
Treasury Bill
2.4%
Treasury Bill
2.4%
Southeast Energy Authority A Cooperative
2.1%
South Carolina St Hsg Fin & Dev Auth Mtge Revenue
1.8%
Univ Of North Carolina Nc At Chapel Hill Revenue
1.6%
Pennsylvania St Turnpike Commission Turnpike Revenue
1.6%
Salt Verde Az Financial Corp Senior Gas Revenue
1.5%
North Carolina St Hsg Fin Agy Homeownership Revenue
1.5%
Wyoming St Cmnty Dev Auth Hsg Revenue
1.4%

Asset allocation

Bonds
100.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.6%Low

Year-on-year price swings

Max drawdown
-5.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.04Below average
Sortino (3Y)
-0.06Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

9.8 years

Credit ratings

AAA
16.4%
AA
64.2%
A
18.5%
Other
0.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to protect investor's capital and generate attractive risk-adjusted returns.
Strategy
Actively invests primarily in a diversified portfolio of investment grade municipal bonds rated AAA to BBB, or equivalent, to achieve risk-adjusted returns. Focuses on bonds issued by U.S. states and territories, with a dollar-weighted average duration of 3 to 7 years.
Inception date
May 19, 2022
Fund family
ALPS

Next steps

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Data updated on 2026-09-18