Core Municipal Strategy Profile 4Q23

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to long term investment horizon.

  • DATE: January 1, 2024
  • TYPE: PDF
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Featured Insights

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Municipal Fixed Income

Intermediate Term Municipal Strategy Profile 4Q23

The objective of this strategy is to minimize downside risk and maintain consistent quarterly after-tax total returns over an intermediate investment horizon.

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Municipal Fixed Income

Moderate Term Municipal Strategy Profile 4Q23

The objective of this strategy is to minimize downside risk and maintain consistent quarterly after-tax total returns over a short to intermediate term investment horizon.

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Fixed Income

Core Agg Strategy Profile 4Q23

The objective of this strategy is to minimize downside risk and maintain consistent quarterly total returns over an intermediate to long term investment horizon.

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