The IMS Municipal Opportunities ETF (IMSI) is managed by IMS Asset Management, LLC. This actively managed exchange-traded fund seeks to achieve its investment objective by investing primarily in municipal securities that provide income exempt from federal income taxes. IMSI's portfolio includes debt obligations issued by states, territories, political subdivisions, and agencies in the United States, all of which have interest income exempt from federal income tax. IMS Asset Management employs intensive credit research and due diligence to select securities that align with its investment strategy. The fund's focus on municipal securities and its aim to provide tax-exempt income make it a suitable choice for investors seeking tax-efficient fixed-income exposure.
The IMSI Dividend ETF is designed to provide investors with tax-exempt income by investing primarily in municipal securities. These municipal securities are chosen with a focus on generating income exempt from federal income taxes. The fund typically maintains a weighted average portfolio duration of less than 7.5 years and invests a significant portion of its assets in low- to medium-quality municipal securities, which may include bonds rated below investment grade. The Fund also has the flexibility to invest in defaulted or distressed municipal securities. In terms of dividend eligibility, IMSI focuses on municipal securities that offer income exempt from federal income taxes. The municipal securities selected by the fund are typically debt obligations issued by states, territories, political subdivisions, and agencies within the United States. These securities are chosen based on the opinion of bond counsel or other counsel to the issuers, ensuring that they meet the criteria for tax-exempt status at the time of issuance. Distribution of dividends from IMSI typically occurs in accordance with the interest payments and maturities of the underlying municipal securities. Investors can expect to receive periodic income distributions, which can provide a steady stream of tax-exempt income. The Fund's holdings include both fixed and variable-rate securities, offering flexibility in managing interest rate risk and income generation.
IMSI, the iShares Market Short-Term Index ETF, is designed to track the performance of a broad market short-term index. The ETF focuses on providing investors with exposure to short-term securities, aiming to mirror the index's movements closely. IMSI's strategy centers around navigating the dynamics of the short-term market, making it an attractive choice for investors seeking a vehicle to align with and capitalize on short-term market trends and opportunities.
The correlation aspect of the IMSI Municipal Securities ETF (IMSI) is vital for investors seeking tax-exempt income from municipal securities. IMSI primarily invests in municipal bonds with a focus on low to medium-quality securities. This ETF's correlation is known for its alignment with interest rate movements, as changes in interest rates can impact the performance of municipal bonds. Furthermore, IMSI offers exposure to the tax-exempt municipal bond market, making it a popular choice for investors seeking income while minimizing their federal tax obligations.
The IMSI Sector ETF primarily focuses on municipal securities, specifically investing in debt obligations of states, territories, and political subdivisions of the United States with income exempt from federal income taxes. This ETF also incorporates derivatives and instruments that mimic the economic characteristics of municipal securities. It maintains a portfolio duration of less than 7.5 years, with a significant portion allocated to low- to medium-quality municipal securities, which may include high-yield or junk bonds. Additionally, the IMSI Sector ETF may invest in inverse floating rate municipal obligations and employ derivatives such as futures contracts and swap agreements to manage interest rate risk. Overall, it seeks to offer tax-advantaged income to investors in the municipal securities sector.
The IMSI ETF''s exposure is designed to provide investors with tax-efficient access to the municipal securities market. It primarily invests in municipal securities, such as debt obligations of U.S. states, territories, and political subdivisions with tax-exempt income. The fund may also use derivatives and other instruments with similar economic characteristics to these securities. With a focus on municipal bonds, IMSI offers a unique investment strategy for those seeking income exempt from federal income taxes while maintaining a portfolio weighted towards low- to medium-quality municipal securities.
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