Loading…
| Side by side | XMPT |
|---|---|
| Strategy | Bonds & Cash · Municipal |
| Expense ratio | 3.40% |
| Cost per year on $10k | $340 |
| Trailing 12-mo yield | 6.32% |
| Income per year on $10k | $632 |
| YTD |
| −3.8% |
| 1 year | −3.3% |
| 3 years · per year | +9.2% |
| 5 years · per year | −2.1% |
| Worst drop · 1Y | −13.8% |
| Volatility · 1Y | 9.5% |
| Holdings | 39 |
| Assets | $202M |
| Leverage | None |
| Since | 2011 |
Highlighted = best in the row. Returns include dividends.