Short-Term Taxable
Description
The Short-Term Taxable strategy is an actively managed strategy appropriate for investors seeking a hedge against rising interest rates from a high quality, diversified portfolio. The goal of the strategy is to reduce portfolio volatility and credit risk, generate taxable income, and 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 | 3.90 |
| Effective Duration | 3.08 |
Sector Chart
| Taxable Municipals | 83.50% |
| Agencies | 9.50% |
| Cash | 5.00% |
| Corporate | 1.00% |
| Certificates of Deposit | 1.00% |
Portfolio Management Team
For more information find our strategies on Morningstar
Data as of 06/30/2025