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2-8 Year Active Municipal Bond ESG
Style
National, Investment Grade
Approach
Active; Top-Down/Bottom-Up
Benchmark
Bloomberg 5-Year Municipal Bond Index
Strategy Highlights
Total Return Approach: Seek to provide high after-tax returns consistent with preserving and enhancing capital
Research Expertise: In-depth independent research by experienced research team with an emphasis on ESG factors
Active Management: Maintain flexible portfolios with an objective to outperform the market while incurring less risk
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