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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

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Data provided is as of 6/30/19.