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MUNCNorthern Trust 2045 Tax-Exempt Distributing Ladder ETF

Grow my moneyNewRanked #2,076 of 2,992 in this goal

Seeks to provide periodic distributions consisting of income exempt from regular federal income tax and/or principal through 2045.

By Northern Trust · Launched 2025

Annual Cost

0.18%

#762 of 5,854 · low cost

Fund Size

$8M

#4,976 of 5,854 · small

Return (1Y)Goal

N/A

Track Record

12 months

#4,575 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,337+3.4%

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 = 25.2% of fundwell diversified

Utility Debt Securitization Authority
3.3%
City of Sun Prairie WI
3.3%
Los Angeles Department of Water & Power
3.2%
County of Wake NC
3.1%
New Jersey Transportation Trust Fund Authority
2.6%
City of Manhattan KS
2.6%
Central Florida Tourism Oversight District
1.9%
County of Baltimore MD
1.9%
Ferris State University
1.8%
Metropolitan Water Reclamation District of Greater Chicago
1.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.0%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 to provide periodic distributions consisting of income exempt from regular federal income tax and/or principal through 2045.
Strategy
Employs a laddered bond strategy, investing in tax-exempt debt instruments with varying maturities through 2045 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

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Data updated on 2026-08-03