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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
STAX returned +4.7% over the past year, broadly in line with flat market conditions.Cost Efficiency
Ongoing charge of 0.29% — competitive for the exposure provided.What is STAX?
Under normal circumstances, ETF will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities the income from which is exempt from federal income tax, including the federal alternative minimum tax. This is a fundamental investment policy that may not be changed without prior shareholder approval.
Performance Highlights
Investment Breakdown
How would STAX affect your portfolio?
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