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MUNCNorthern Trust 2045 Tax-Exempt Distributing Ladder ETF

Grow my money1y track recordRanked #2,081 of 3,055 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%

#794 of 6,040 · low cost

Fund Size

$8M

#5,081 of 6,040 · small

Return (1Y)

-0.7%

Track Record

1 year

#4,578 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,931-0.7%

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 = 25.2% of funddiversified

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)
2.8%Low

Year-on-year price swings

Max drawdown
-4.5%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

Next steps

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Data updated on 2026-09-18