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MUNXAMG GW&K Muni Income ETF

Get incomeStay safeNewRanked #176 of 387 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%

#1,333 of 6,040 · low cost

Fund Size

$18M

#4,625 of 6,040 · small

Return (1Y)

N/A

Track Record

11 months

#4,820 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,888-1.1%

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

Holdings

By weight

Concentration

Top 10 holdings = 24.5% of funddiversified

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
-4.4%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

Next steps

Save MUNX to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18