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RJMIRJ Eagle Municipal Income ETF

Get incomeNewRanked #1,084 of 1,650 in this goal

Seeks current income that is exempt from federal income taxes, with capital appreciation as a secondary investment objective.

By Raymond James · Launched 2025

Annual Cost

0.41%

#2,079 of 5,861 · average

Fund Size

$36M

#3,978 of 5,861 · small

Dividend YieldGoal

Track Record

10 months

#4,720 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,194+1.9%

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 = 22.7% of fundwell diversified

BLACK BELT ENERGY GAS DIST AL
2.9%
NEW YORK CITY NY TRANSITIONAL
2.8%
SOUTHEAST ENERGY AUTH AL COOPE
2.3%
SALT LAKE CITY UT ARPT REVENUE
2.3%
CUYAHOGA CNTY OH ECON DEV REVE
2.2%
HOUSTON TX ARPT SYS REVENUE
2.2%
OHIO ST HGR EDUCTNL FAC COMMIS
2.2%
MONTGOMERY CNTY OH HOSP REVENU
2.0%
CALIFORNIA ST STWD CMNTYS DEV
2.0%
POULSBO WA
1.9%

Asset allocation

Bonds
98.6%
Other
1.1%
Cash
0.3%

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

Bond profile

Duration

4.7 years

Avg maturity

10.3 years

Credit ratings

AAA
2.0%
AA
34.0%
A
46.0%
BBB
15.0%
BB
3.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income that is exempt from federal income taxes, with capital appreciation as a secondary investment objective.
Strategy
Actively manages a portfolio primarily invested in municipal securities that pay interest exempt from federal income tax, focusing on investment grade bonds. The fund may also invest in taxable fixed-income securities and seeks to maintain a duration within 2 years of the Bloomberg Municipal Bond Index.
Inception date
October 1, 2025
Fund family
Raymond James

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Data updated on 2026-08-04