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Separately Managed Accounts
Municipal Total Return
Strategy description
Municipal Total Return combines holdings of investment grade, intermediate municipal bonds with a commingled fund that allocates to municipal bonds across the credit spectrum. The strategy seeks to provide total return and tax-exempt income through a portfolio that combines two types of investments, with a target allocation that generally includes:
•60% Intermediate Municipal Separately Managed Account
•40% Municipal Total Return Managed Accounts Portfolio1
Asset class: Municipal fixed income
For term definitions and index descriptions, please access the glossary in the footer.
At a glance
| Benchmark | Bloomberg Barclays Municipal Bond Index |
| Average duration target (years) | 5-9 |
| Average maturity target (years) | 10-20 |
| Average credit quality target | A |
| Average annual turnover (%) | 15-40 |
Investment process
Fundamental credit research is the foundation of the investment process. The municipal team considers economic outlook, credit analysis, trading and yield curve analysis when determining overall investment strategy. Targets and guidelines are developed for duration, yield curve positioning, security structure, sectors and credit quality. Portfolio managers construct portfolios through close collaboration with the credit research analysts and traders.
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