Navigator® Tax-free Fixed Income Core
Navigate Municipal Bond Markets with a Strategic Approach
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax-free bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
Goal: Provide a high level of total return by investing in the various segments of the municipal bond markets.
The portfolio seeks to add value by owning investments that employ a strong relative value, liquidity, and risk management discipline, enabling the portfolio to capitalize on liquidity events, yield curve inefficiencies, and undervalued segment opportunities within the municipal bond markets.
Goal: Navigate all market environments with a flexible and adaptable approach.
We believe that active management supported by in-depth, internally generated research is the best way to pursue risk-adjusted performance results with greater consistency and lower volatility of returns.
Goal: Provide broad municipal fixed income exposure to help investors generate income.
We focus on the key sources of return in municipal fixed income across market cycles and seek to identify market inefficiencies in the valuation of risk and reward in order to generate income across changing interest rate environments.
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Related Insights
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Monthly Moves
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, August 2025
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The Dow Jones Industrial Average achieved new all-time highs in August, finally joining the S&P 500 and NASDAQ Composite with record levels in 2025.
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