The State Street My2027 Municipal Bond ETF operates as an actively managed investment vehicle utilizing a target maturity strategy. Its primary focus is investing in municipal bonds that mature in 2027, with the intention of distributing any remaining principal and liquidating its holdings on or about December 15, 2027. This fund aims to generate the highest possible current income, which is exempt from standard federal income taxes, while simultaneously striving for capital preservation. Its investment methodology combines a risk-conscious, top-down strategic outlook with meticulous bottom-up security selection. Through thorough fundamental research, the portfolio is constructed to strategically overweight the most compelling sectors and issuers within the municipal bond market. As part of the State Street MyIncome ETFs—a family of target-maturity funds—this ETF provides investors with an efficient tool to create tailored bond ladder portfolios, helping them manage interest rate exposure, predict cash flows, and address liquidity requirements.

資産クラス

Fixed Income

運用会社

SPDR

設定国

US

設定日

2024年9月23日

保有銘柄数

70

ISIN

US78470P7134