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Limited Tax-Efficient

  • Sector Municipal
  • Duration Short
  • Benchmark Bloomberg Barclays Managed Money Short

The Limited Tax-Efficient Strategy is an investment grade, limited duration municipal bond portfolio that seeks to preserve capital and maximize after-tax income.

Allocations to U.S. Treasury, government-related and corporate bonds may also be considered based on a client’s tax rate. The strategy employs active management, bottom-up research and proactive portfolio positioning. This strategy allows clients to bias towards over 30 states for investors with state-tax liabilities.

Investment Objective

Preserve capital and maximize after-tax income

Eligible Investments

Tax-Exempt Municipal Bonds

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Strategy Information

Inception Date: January 2005

Strategy AUM: $2.4 billion

Benchmark: BBG Barc Managed Money Short

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The information above is current as of 6/30/19.