Taxable Fixed Income

Objective

The strategy seeks to provide preservation of capital and current income through the construction of a high-quality portfolio of short to intermediate duration taxable securities.

What is the Taxable Fixed Income Strategy?
• Diversified portfolio across issuer and sector exposure.

• The security selection process considers the credit quality and fundamental characteristics of the underlying issuer in addition to key characteristics such as current yield to worst, coupon rate, and liquidity.

Category

Fixed Income

Ticker

TAXFI

Inception

01/31/2017