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Style
National, Long-Term
Approach
Active; Top-Down/Bottom-Up
Benchmark
ICE BOFA 15+ Year Municipal Bond
Strategy Highlights
High Total Return Objective – Appropriate for total return oriented clients with a greater tolerance for principal volatility
Focus on Long End of Curve – Seek to capitalize on the strong yield and return characteristics of longer-term municipal bonds
Diversified Approach – Enhance portfolio diversification by utilizing a commingled vehicle for higher yielding market segment
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