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TAFLAB Tax-Aware Long Municipal ETF

Get income2y track recordRanked #774 of 1,650 in this goal

Seeks enhanced income and attractive risk-adjusted after-tax returns.

By AllianceBernstein · Launched 2023

Annual Cost

0.28%

#1,253 of 5,854 · low cost

Fund Size

$59M

#3,474 of 5,854 · mid-size

Dividend YieldGoal

4.06%

Track Record

2 years

#3,252 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,751+7.5%

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 = 24.4% of fundwell diversified

Public Finance Authority
3.3%
Alliance Bernstein
3.0%
New York State Dormitory Authority
2.5%
County of Miami-Dade FL Aviation Revenue
2.3%
King County Public Hospital District No 2
2.3%
City & County of Denver CO Airport System Revenue
2.2%
San Francisco City & County Airport Comm-San Francisco International Airport
2.2%
Massachusetts School Building Authority
2.2%
City of Tacoma WA Electric System Revenue
2.2%
Metropolitan Washington Airports Authority Aviation Revenue
2.2%

Asset allocation

Bonds
97.6%
Cash
2.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.1%Low

Year-on-year price swings

Max drawdown
-6.0%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

4.8 years

Avg maturity

10.3 years

Credit ratings

US Government
0.1%
AAA
12.6%
AA
44.3%
A
25.1%
BBB
10.0%
BB
3.3%
B
1.0%
Other
3.7%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks enhanced income and attractive risk-adjusted after-tax returns.
Strategy
Actively manages a national portfolio of municipal and taxable fixed-income securities, investing at least 80% in municipal securities exempt from federal income tax. Considers credit quality, maturity, and after-tax returns, while using derivatives for hedging and exposure.
Inception date
December 12, 2023
Fund family
AllianceBernstein

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Data updated on 2026-08-03