RTAI
Rareview Tax Advantaged Income ETF
📎 Investment Objective
The Rareview Tax Advantaged Income ETF (RTAI) seeks to provide a high level of current income that is exempt from regular federal income taxes.
Overview
ETF tracking Rareview Tax Advantaged Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Rareview Tax Advantaged Income ETF (RTAI) seeks to provide a high level of current income that is exempt from regular federal income taxes.
🎯 Investment Strategy
The fund invests primarily in municipal bonds and other tax-advantaged fixed income securities to generate tax-exempt income. The portfolio is actively managed to take advantage of opportunities in the municipal bond market.
✨ Key Features
- Focuses on generating tax-exempt income through municipal bonds and other tax-advantaged fixed income securities
- Actively managed portfolio to capitalize on opportunities in the municipal bond market
- Seeks to provide a high level of current income
⚠️ Primary Risks
- Interest rate risk as bond prices may decline when interest rates rise
- Credit risk if the issuers of the municipal bonds default on their payments
- Liquidity risk if the municipal bonds held by the fund become difficult to trade
- Tax risk if the tax-exempt status of the municipal bonds is challenged or changed
👤 Best For
This ETF may be suitable for investors seeking a high level of tax-exempt income, such as retirees or those in higher tax brackets. However, due to the lack of performance history, it may be more appropriate for experienced investors who can tolerate the risks associated with municipal bond investments.