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High Quality
Majority of holdings typically rated ‘AA’ or higher
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Short Tax Exempt
Short duration, high credit quality strategy that seeks to generate tax-exempt income with a focus on capital preservation and liquidity.
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Intermediate Tax Exempt
Intermediate duration strategy that seeks to generate tax-exempt income with a focus on high credit quality. Positive Impact Tax Exempt
Intermediate duration strategy that seeks to generate tax-exempt income with a focus on identifying issues with proceeds that exhibit a positive impact on society and the environment.
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Long Tax Exempt
Long duration strategy that seeks to generate tax-exempt income with a focus on higher credit quality. Call protection is significant as this strategy focuses on locking in long-term tax-exempt yields.
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Investment Grade
Full utilization of the investment grade credit curve from ‘AAA’ to ‘BBB’ bonds
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Intermediate Strategic Tax Exempt
Intermediate duration strategy that seeks to generate tax-exempt income from opportunistic, investment grade credit selection.
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Strategic Tax Exempt
Long duration strategy that seeks to generate tax-exempt income from opportunistic, investment grade credit selection using the full spectrum of the municipal yield curve.
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Credit
May hold below investment grade bonds depending on relative value
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Short Tax Exempt Credit
Short duration strategy that seeks to generate tax-exempt income through opportunistic credit selection. Maintains significant exposure to investment grade issuers, but has the ability to maintain exposure to the entire credit spectrum, including below investment grade and non-rated issuers.
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Intermediate Tax Exempt Credit
Intermediate duration strategy that seeks to generate tax-exempt income through opportunistic credit selection. Maintains significant exposure to investment grade issuers, but has the ability to maintain exposure to the entire credit spectrum, including below investment grade and non-rated issuers.
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Long Tax Exempt Credit
Long duration strategy that seeks to generate tax-exempt income through opportunistic credit selection. Maintains significant exposure to investment grade issuers, but has the ability to maintain exposure to the entire credit spectrum, including below investment grade and non-rated issuers.
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