Taxable Fixed Income B

Objective

The strategy seeks to maximize current income and capital preservation by investing in a diverse portfolio of various fixed income ETFs.

What is the Taxable Fixed Income B Strategy?
• Screens a universe of ETFs with an attractive yield, lower volatility, and minimized downside risk.

• Holdings are monitored and adjusted frequently to adapt to the changing macroeconomic environment.

Category

Fixed Income

Ticker

TAXB

Inception

08/31/2008