Municipal Fixed Income

Objective

The strategy seeks preservation of capital through the construction of a high-quality portfolio of short to intermediate duration tax exempt securities.

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

• 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

MUNIC

Inception

02/28/2017