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The MINN Municipal Bond ETF is managed by Mairs & Power, Inc., an investment adviser that focuses on municipal debt securities. Established with the aim of providing investors with exposure to Minnesota municipal bonds, the fund primarily invests in debt instruments issued by the State of Minnesota and its political subdivisions. With a non-diversified classification under the Investment Company Act of 1940, the fund emphasizes income generation through a buy and hold strategy, underpinned by fundamental analysis conducted by the Adviser.
Despite its primary focus on municipal debt securities, the MINN ETF (MINN) does offer a dividend component. This dividend reflects interest payments from the municipal debt securities held within the ETF's portfolio. As a tax-exempt investment vehicle primarily focusing on Minnesota state income tax benefits, MINN typically distributes dividends periodically, providing investors with potential income while enjoying tax advantages. However, it's important to note that the dividend distribution frequency and amount can vary based on the interest payments received from the underlying municipal securities, as well as the ETF's management decisions.
Tracking municipal debt securities exempt from regular federal income tax and Minnesota state income tax lies at the heart of MINN, the [ETF Name]. With at least 80% of its net assets invested in these securities, MINN focuses on municipal debt instruments issued primarily by the State of Minnesota and its entities, along with qualified issuers within Minnesota. The ETF may also allocate up to 20% of its assets to debt securities subject to taxation, including federal alternative minimum tax (AMT). Employing an actively managed approach, MINN seeks to maintain a portfolio of primarily investment-grade securities, utilizing fundamental analysis to inform its investment decisions. As a non-diversified fund, MINN offers investors exposure to a curated selection of municipal securities within the Minnesota market.
The correlation aspect of the MINN ETF, which focuses on municipal debt securities in Minnesota, is essential for investors to gauge its performance in relation to the broader municipal bond market. Given its concentration in Minnesota municipal securities, its correlation with factors affecting that specific market, such as local economic conditions and legislative changes, is particularly relevant. Understanding MINN's correlation can aid investors in assessing its effectiveness for tax-exempt income generation and diversification within municipal bond portfolios.
The MINNFund primarily invests in municipal debt securities issued within the state of Minnesota, aiming to provide income exempt from regular federal income tax and Minnesota state income tax. These securities encompass various types, including municipal lease obligations, general obligation bonds, revenue bonds, and more. With a focus on investment-grade securities but allowance for a portion in non-investment-grade bonds, the fund is actively managed by Mairs & Power, Inc., employing fundamental analysis for investment decisions. As a non-diversified fund, MINNFund may concentrate its assets in particular issuers or investments, offering investors exposure to Minnesota's municipal bond market while considering risk factors and potential income opportunities.
The exposure characteristic of the MINN ETF revolves around municipal debt securities issued within the state of Minnesota. MINN primarily invests in municipal securities that offer interest exempt from regular federal income tax and Minnesota state income tax. These securities are typically issued by the State of Minnesota, its political subdivisions, agencies, authorities, and other qualified issuers located in the state. With a focus on maintaining at least 75% of its assets in investment-grade securities, MINN aims to provide investors with a tax-efficient approach to accessing the municipal bond market, particularly within Minnesota. For detailed insights into MINN's exposure and holdings, ETF Insider's web app offers comprehensive data visualization tools, enabling investors to analyze sector allocation, credit quality, and geographical distribution, thus aiding in informed decision-making regarding municipal bond investments.
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