Skip to content
Beacon

RMCARockefeller California Municipal Bond ETF

Get income#1333 of 1640 for Get income

Seeks income exempt from U.S. federal and California state income tax.

Rockefeller Global Investment Management · Since 2024 (1 year)

Annual Cost

0.55%

#2614 out of 5,332 ETFs

Fund Size

$16M

#4286 out of 5,332 ETFs

Dividend Yield

4.50%

Track Record

1 year

#3827 out of 5,332 ETFs

Performance

1 Year

+4.9%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
105.2%
Cash
0.4%

Risk profile

Volatility (1Y)

4.0%

Moderate

Max drawdown

-6.0%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

5.0 years

Avg maturity

9.4 years

Credit ratings

AAA
1.4%
AA
27.6%
A
26.1%
BBB
9.4%
BB
4.8%
Below B
1.8%
Other
28.8%

Similar ETFs

Data updated on 2026-05-05