Intermediate Term 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 investment horizon.

  • DATE: January 1, 2024
  • TYPE: PDF
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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

Intermediate Term Strategy Profile 4Q23

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

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Municipal Fixed Income

Core 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 to long term investment horizon.

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