Short-term Bond
This fund provides investors the opportunity for attractive current income with a focus on risk-adjusted returns, low duration, and minimizing volatility.
Investment grade corporates remain a core holding. Within corporates, financials are favored given s
Intermediate Muni
Tax Advantage, particularly for high tax bracket individuals
diversification - historically low correlation to other asset classes. lower default rates than equivalently rated corporate bonds
recession - safe haven during periods of uncertainty.
higher yi
TA Bond
the sub-adviser continues to believe the best balance is offered in mid-tier credit. The portfolio works to take advantage across fixed income to find the best risk adjusted return opportunities within areas like IG corporates, private-label structured pr