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Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes, if any) in tax-exempt municipal securities, the income from which is exempt from both federal and state income tax. The adviser expects to invest up to 100% of its assets in tax-exempt municipal securities issued by Puerto Rico, Guam and the U.S. Virgin Islands. Municipal securities may be of any maturity, duration or credit rating including those rated below investment grade (commonly known as "junk bonds"). The fund is non-diversified. more
Time Frame | ZTAX | S&P500 |
---|---|---|
1-Week Return | -1.08% | 0.78% |
1-Month Return | -1.48% | 2.88% |
3-Month Return | -3.59% | 9.45% |
6-Month Return | -6.78% | -0.12% |
1-Year Return | -7.17% | 11.31% |
3-Year Return | 0.06% | 61.11% |
Time Frame | ZTAX | S&P500 |
---|---|---|
1-Week Return | -43.23% | 49.95% |
1-Month Return | -16.59% | 41.26% |
3-Month Return | -13.78% | 44.23% |
6-Month Return | -13.27% | -0.24% |
1-Year Return | -7.17% | 11.31% |
3-Year Return | 0.02% | 17.23% |
Stock name | Ticker | Weight |
---|---|---|
| MCSXX | 3.09% |
Sector | Weight |
---|---|
All Others | 100.00% |
X-Square Series Trust (ZTAX) share price today is $25.33.
Yes, Indians can buy shares of X-Square Series Trust (ZTAX) on Vested. To buy ZTAX from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of X-Square Series Trust (ZTAX) on Vested. You can start investing in X-Square Series Trust (ZTAX) with a minimum investment of $1.
The 52-week high price of X-Square Series Trust (ZTAX) is $29.16. The 52-week low price of X-Square Series Trust (ZTAX) is $23.22.
The stock symbol (or ticker) of X-Square Series Trust is ZTAX.
Yes, you can setup SIP in X-Square Series Trust shares. Follow the below steps to create the SIP:
Here is the historical performance of ZTAX on the Vested app.
You can also access the top holdings, the expense ratio, and the sector breakdown for X-Square Series Trust on Vested.
The expense ratio of X-Square Series Trust (ZTAX) is 1.14%.