The Tactical Ladder strategy is an actively managed strategy that consists primarily of investment grade securities with an overall modified duration range of +/-15% to the benchmark (Barclays 5-Year Municipal). The foundation of our process rests on our independent, in-house credit research team, which enhances our value-based investment approach by identifying suitable credits currently undervalued in the marketplace.
|Top State Allocation||%|
Portfolio Management Team
For more information find our strategies on Envestnet or Morningstar
Data as of 3/31/2020