Puerto Rico Residents Tax-Free Fund IV, Inc.

Atlas Asset Management

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About this fund

Invests in Puerto Rico and US municipal bonds and in US government and agency obligations, seeking income exempt from Puerto Rico and federal taxes. The fund is winding up: net assets fell from $27.5m to $1.0m between February and May 2026 as the portfolio was sold.

Key figures

Net assets$991,619.83

Total assets$1M

Leverage0.18×

Target TWR—

Underlying companies—

Strategy

Asset classMulti-Asset

StrategyDirect investments

Sub asset classMunicipal Credit

Geographic focusUnited States

BenchmarkBloomberg Municipal Bond Index

Target Market—

Leverage ratio / policy—

Sectors—