The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website.

Massachusetts State Preference

The Massachusetts State Preference Mandate is a customization of our tax-efficient strategies.

With 351 cities, strong fiscal oversight and high per capita incomes, diverse and stable Massachusetts portfolios are achievable. Despite the commonwealth’s low income tax rate, Massachusetts state bias portfolios are appropriate when credit quality and after-tax rates warrant. The Massachusetts State Preference Mandate is an investment grade municipal bond portfolio that seeks to preserve capital and maximize after-tax income. The strategy employs active management, bottom-up research and proactive portfolio positioning.

Investment Objective

Preserve capital and maximize after-tax income

Eligible Investments

Tax-Exempt Municipal Bonds

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Strategy Information

Benchmark: Available across the BBG Barc Muni Indices

Get more information on this product

Please fill out the form below.

Data provided is as of 6/30/19.