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Short-Term Municipal Bond
Style
Short-Term, Investment Grade
Approach
Active; Top-Down/Bottom-Up
Benchmark
Bloomberg 1-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
Active Management – Maintain flexible portfolios with an objective to outperform the market while incurring less risk
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