TAXM – BondBloxxIR+MTx-AwrETFfrMassachsttsRsdts – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks attractive after-tax income for Massachusetts residents, consistent with preservation of capital. The fund invests, under normal circumstances, at least 80% of its total assets (plus the amount of any borrowings for investment purposes) either directly or indirectly (e.g., through derivatives) in a portfolio of U.S. dollar-denominated, investment-grade fixed income debt instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents	ETF	Open	—		Mar 11, 2025	$42.23M	0.350%	—	—	$29.89M

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