Navigator® Short Duration Tax Free Fixed Income
Navigate Tax-Free Fixed Incomewith Individual Short Duration Municipal Bonds
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.
Actively seek attractive opportunities in the current environment.
The strategy is based on the conviction that fundamental analysis provides greater value than speculating through interest rate forecasting. Changing expectations about the shape of the yield curve, credit spreads, and sector valuations within an already fragmented muni market can create pockets of value and opportunity.
Aims to provide long-term,risk adjusted returns.
The portfolio seeks to achieve strong adjusted returns by building a curated portfolio of individual bonds. Shorter duration maturities may offer attractive returns at a lower level of risk than longer-term securities.
Seek to constantlybuild par value.
Because interest rates do not rise in a linear fashion, our active approach seeks to take advantage of opportunities by building par value. The strategy seeks to take advantage of price inefficiencies during interest rate changes or volatility.
Get to Know the People Behind the Portfolios
Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, September 2026
October 5, 2026
We continue to see one of the strongest earnings periods in recent history, with S&P profits up 30% in the second quarter, led by Tech's 58% growth. The results reflect solid revenue that outpaced the economy by 7% and strong operating leverage, driving incremental margins of 38% for the market and 60% for Technology.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2026
October 5, 2026
Large-cap growth stocks were the one pocket of strength in September as most other areas of the market declined. Small caps struggled the most as investors worried that higher rates could impact smaller companies more acutely as these businesses tend to raise capital more frequently than larger companies; therefore, rising rates hurt – a classic Wall Street trade.
Learn More
In the Media
Patrick Schultz and Shelby Anderson Kiplinger Article
October 4, 2026
Senior Wealth Planners Shelby Anderson, JD, CEPA®, and Patrick Schultz, JD, CWS®, CEPA®, discuss the differences between wills and trusts and the factors families may consider when deciding how each fits into an estate plan.
Read the article
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.