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Municipal/Taxable Blend:
Tax Sensitive


Tax Sensitive

TYPICAL INVESTOR:
Taxable clients who have a lower marginal tax rate or who have significant
  tax deductions which can be used to offset taxable income
 
TYPICAL OBJECTIVES:
After-Tax Total Return
Optimize After-Tax Income Relative to Tax Considerations
   
AVERAGE MATURITY RANGE:    Various; Generally < 10 YRS.
AVERAGE DURATION RANGE:   Various; Generally < 7 YRS.
AVERAGE CREDIT QUALITY:     AA OR ABOVE
   
SECTORS:
Investment Grade Municipal and Taxable Bonds
   
BENCHMARKS:
Blend of Municipal and Taxable Index
  i.e. 70% Bloomberg Barclays Aggregate; 30% Bloomberg Barclays 5 Year Municipal

To obtain investment performance or other product data, please contact us.