Core Municipal Strategy Profile 3Q20

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: October 19, 2020
  • TYPE: PDF

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Municipal Fixed Income

Intermediate Term Municipal Strategy Profile 3Q20

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 3Q20

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 Taxable Strategy Profile 3Q20

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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