The Enhanced Intermediate Tax-Efficient Strategy seeks to maximize after-tax income through a risk-controlled approach that combines high-quality individual bonds with an allocation to a completion fund that targets lower investment grade and less liquid securities and sectors.
Breckinridge Municipal Bond Completion Fund
Fund Notice: This fund is available only to clients investing in Breckinridge's Enhanced Intermediate Tax-Efficient Strategy and is not available for public purchase.
Documents
Prospectus
SAI
Proxy Voting
Fund Shareholder Reports
Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. There is no guarantee that the municipal bond funds’ income will be exempt from federal or state income taxes. Capital gains, if any, are subject to capital gains tax. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise.
The Breckinridge Municipal Bond Completion Fund is distributed by SEI Investments Distribution Co. (SIDCO) which is not affiliated with Breckinridge Capital Advisors, INC. or its affiliates.
Check the background of SIDCO on FINRA’s BrokerCheck.
This material must be preceded or accompanied by a current prospectus. Investors should read it carefully before investing or sending money.
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value
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For more information on performance, customization and other characteristics please submit this form and a member of our Client Relations team will be in touch.
The information above is current as of 3/31/26.
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.