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MUNBNorthern Trust 2035 Tax-Exempt Distributing Ladder ETF

Grow my money1y track recordRanked #1,970 of 3,055 in this goal

Seeks to provide periodic distributions consisting of income exempt from regular federal income tax and/or principal through 2035.

By Northern Trust · Launched 2025

Annual Cost

0.18%

#794 of 6,040 · low cost

Fund Size

$14M

#4,785 of 6,040 · small

Return (1Y)

-0.6%

Track Record

1 year

#4,578 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,941-0.6%

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 = 14.6% of funddiversified

Central Florida Expressway Authority
1.7%
Las Vegas Valley Water District
1.6%
City of Gardner KS
1.6%
King County School District No. 405 Bellevue
1.5%
State of Washington
1.5%
District of Columbia
1.4%
Neenah Joint School District
1.4%
Dallas Fort Worth International Airport
1.3%
City of Baltimore MD
1.3%
New Mexico Finance Authority
1.2%

Risk profile

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

Year-on-year price swings

Max drawdown
-2.9%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 to provide periodic distributions consisting of income exempt from regular federal income tax and/or principal through 2035.
Strategy
Employs a laddered bond strategy, investing in tax-exempt debt instruments with varying maturities through 2035 to provide periodic distributions. Primarily invests in investment grade tax-exempt bonds issued by U.S. states and territories.
Inception date
August 18, 2025
Fund family
Northern Trust

Next steps

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Data updated on 2026-09-18