Managed Income Solution

Managed Income Solutions is a broad market strategy that seeks to maximize after-tax income and generate an attractive level of total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments primarily include municipal securities, investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds. 

MANAGED INCOME SOLUTION QUARTERLY PRODUCT PROFILE


High Quality Intermediate Municipal

The High Quality Intermediate Municipal strategy seeks to generate attractive levels of after-tax income primarily through a focus on AA-rated municipal securities in the 3‒7 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection.

HIGH QUALITY INTERMEDIATE MUNICIPAL QUARTERLY PRODUCT PROFILE