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
Office Hours
Pay Attention to Asset Titling
April 8, 2026
In this Office Hours Wealth Planning Series episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson examine asset titling and beneficiary designations, explaining how missteps can override estate plans and create unintended, sometimes costly, consequences.
Learn More
Office Hours
Core Estate Planning Documents: Part 2
April 8, 2026
In this Office Hours Wealth Planning Series video, Senior Wealth Planners Patrick Schultz and Shelby Anderson walk through essential incapacity documents, including financial and health care powers of attorney, highlighting common mistakes and practical planning considerations.
Learn More
Office Hours
Core Estate Planning Documents: Part 1
April 8, 2026
In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson review core estate planning documents, including wills, revocable trusts, and pour-over provisions, explaining how each works to protect privacy and intent.
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.