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.
|Yield to Worst (*TEY)||2.41% (3.83%)|
|Yield to Maturity (*TEY)||2.61% (4.14%)|
*Taxable equivalent yield at the 37% federal tax bracket.
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Portfolio Management Team
Tom Bernardi, CFA – 5 years of industry experience
John Tranas – 26 years of industry experience
For more information find our strategies on Envestnet or Morningstar
Data as of 6/30/2019