Capital Group Municipal Income ETF

Capital Group Fixed Income ETF Trust · 1 share class

Actively managed U.S. bond ETF
One fund, 1 share class:CGMU
$6.31B NAV
2,341 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Capital Group Municipal Income ETF is an actively managed U.S. bond ETF.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
ETF
Credit quality
Mixed credit
Rate sensitivity
Intermediate duration
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q1

The funds investment objective is to provide a high level of current income exempt from regular federal income tax, consistent with the preservation of capital.

Strategy · summarised

The fund invests primarily in municipal bonds exempt from federal income tax, with at least 65% in investment-grade debt rated BBB-/Baa3 or better and up to 30% in securities subject to the alternative minimum tax; the portfolio managers seek attractively priced opportunities across any maturity. The fund may hold up to 35% in below-investment-grade securities, sometimes called junk bonds, which carry greater credit risk.

Expenses
0.27%one share class
Share classExpense ratioAs of
CGMU0.27%2025 Q1

Portfolio turnover 26.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.59%
of net assets
Bonds99.05%
Securitized1.48%
Cash & short-term0.04%
Derivatives0.01%
Loans0.01%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 302 new93 exited

Largest new: Black Belt Energy Gas District ×4, City of New York NY, California Community Choice Financing Authority, New Jersey Health Care Facilities Financing Authority, Massachusetts Development Finance Agency

Largest exited: University of California, Connecticut State Health & Educational Facilities Authority ×2, The Industrial Development Authority of the City of Phoenix Arizona, Health & Educational Facilities Authority of the State of Missouri, University of Kansas Hospital Authority, State of California, Regents of the University of California Medical Center Pooled Revenue

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+6.43%
3-year
+13.41%
5-year
43 of 60 months
Volatility
3.44%
Worst 3-yr fall
-3.46%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.56%
Avg maturity
14.03 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

23%
floating
Fixed rate74.9%
Floating rate23.2%
Zero-coupon or unclassified1.9%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y2.3%
1-3y5.6%
3-5y5.0%
5-10y24.8%
10y+62.3%
Flagged holdings
Defaulted: 0.15% · $9.59M · 12 positions
In arrears: none reported
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
4.94 yr
approx. move per 100bp
Credit-spread duration
5.48 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -10.5%
of value
Credit spreads53%
Interest rates47%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+5.48
yrs total
Investment grade+4.57 yr
High yield+0.91 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate4.94 yr total
3 mo30 yr
3 mo0.04 yr1%
1 yr0.33 yr7%
5 yr1.57 yr32%
10 yr2.63 yr53%
30 yr0.38 yr8%
Credit spread5.48 yr total
3 mo30 yr
3 mo0.02 yr0%
1 yr0.37 yr7%
5 yr1.69 yr31%
10 yr2.98 yr54%
30 yr0.43 yr8%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.04+0.02+0.01$10.1k$3.3k
1 yr+0.33+0.30+0.07$188.8k$44.2k
5 yr+1.57+1.42+0.27$896.1k$169.9k
10 yr+2.63+2.52+0.45$1.59m$286.8k
30 yr+0.38+0.32+0.11$198.8k$69.5k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Commonwealth of Puerto Rico0.00% floating · due 2043-11-010.82%$51.48M
Puerto Rico Sales Tax Financing Corp Sales Tax Revenue4.33% · due 2040-07-010.69%$43.81M
Black Belt Energy Gas District5.25% · due 2036-06-010.53%$33.53M
City of New York NY3.05% floating · due 2042-03-010.51%$32.16M
New York City Municipal Water Finance Authority3.05% floating · due 2050-06-150.47%$29.75M
California Community Choice Financing Authority5.00% · due 2036-06-010.45%$28.45M
County of Montgomery MD2.75% floating · due 2037-11-010.45%$28.07M
New York City Municipal Water Finance Authority3.45% floating · due 2053-06-150.44%$27.90M
Maryland Health & Higher Educational Facilities Authority2.95% floating · due 2053-05-150.40%$25.08M
Black Belt Energy Gas District5.00% · due 2035-10-010.38%$23.90M
Showing 10 of 2,341Sign in to see more

Top 10 positions are 5.14% of net assets, top 25 9.89%, across 788 issuers.

See more of this fund's book

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