Long Duration Fixed Income

Objective

The strategy seeks long-term preservation of capital and current income through the construction of a high-quality portfolio of intermediate to long duration tax exempt securities.

What is the Long Duration Fixed Income Strategy?
• Diversified portfolio of municipal bonds across states, issue type (general obligation and revenue), and sector.

• The strategy will adjust to make tactical allocations to take advantage of the current yield curve environment.

• Security selection process includes evaluating the credit quality and fundamental characteristics of the underlying issuers in addition to key characteristics such as current yield-to-worst, coupon rate, and liquidity.

Category

Fixed Income

Ticker

LDFI

Inception

01/31/2024