Intermediate Term Taxable
Strategy Overview
The Intermediate Term Taxable strategy is an actively managed strategy appropriate for investors seeking current taxable income and capital preservation. The goal of the strategy is to produce superior risk adjusted returns relative to the benchmark. The strategy consists of fully discretionary, separately managed account (SMA) portfolios and holds mostly taxable securities.
Profile
| Average Maturity | 8.17 |
| Modified Duration | 5.99 |
Sector Allocation
| Taxable Municipals | 85.35% |
| Treasury/Agency | 11.88% |
| Cash | 1.91% |
| Certificates of Deposit | 0.74% |
| Corporates | 0.14% |
Portfolio Management Team
For more information find our strategies on Morningstar
Data as of 06/30/2024