The investment seeks after-tax total return. The fund invests at least 80% of its net assets in a diversified portfolio of municipal obligations that are exempt from regular federal income tax ("Municipal Securities"), municipal obligations that are not exempt from regular federal income tax ("Taxable Municipal Securities"), direct obligations of the U.S. Treasury ("Treasury Securities") and/or obligations of U.S. government agencies, instrumentalities and government-sponsored enterprises. It currently targets an average portfolio duration of approximately 2 - 4.5 years and an average weighted portfolio maturity of approximately 3 - 6 years.
Fund filings (PDF) »
James Evans (Started: Dec 31, 1998)
Brian Barney (Started: Jun 1, 2010)
Devin Cooch (Started: Jul 3, 2013)
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