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MUNXAMG GW&K Muni Income ETF

Get incomeStay safeNewRanked #159 of 364 in this goal

Seeks current income exempt from federal income tax, consistent with preservation of capital.

By AMG Funds · Launched 2025

Annual Cost

0.29%

#1,303 of 5,861 · low cost

Fund Size

$18M

#4,533 of 5,861 · small

Dividend YieldGoal

Track Record

10 months

#4,818 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,111+1.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

ICE BofA US Municipal Securities Index

What it actually holds

By weight

Concentration

Top 10 holdings = 24.5% of fundwell diversified

FIXED INCOME CLEARING CORPORATION
2.7%
HOUSTON TEX
2.6%
PHILADELPHIA (PA), CITY OF
2.6%
NORTH DAKOTA ST HSG FIN AGY
2.5%
NEW YORK TRANSPORTATION DEVELOPMENT CORP (NY)
2.5%
JEA FLA
2.5%
MASSACHUSETTS ST DEV FIN AGY
2.4%
TEXAS PRIVATE ACTIVITY BD SURFACE TRANSPORTATION CORP
2.3%
A.B. WON PAT INTERNATIONAL AIRPORT AUTHORITY
2.2%
PUBLIC FIN AUTH WIS
2.2%

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 current income exempt from federal income tax, consistent with preservation of capital.
Strategy
Invests primarily in municipal bonds, aiming for current income exempt from federal income tax while preserving capital. May invest up to 35% in unrated and below investment grade securities, with a focus on creditworthiness and geographic diversification.
Inception date
October 29, 2025
Fund family
AMG Funds

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Data updated on 2026-08-04