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.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update: Observations on the FOMC Meeting and Upcoming Midterms
October 28, 2026
Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.
Learn More
Office Hours
AI and the Job Market: Fear vs. the Facts
October 28, 2026
In this Office Hours, Senior Client Portfolio Manager Ryan Gardner, CFA®, discusses the rise of AI and its potential impacts on the job market.
Learn More
Gauging The Economy
3rd Quarter 2026 Economic and Capital Market Review
October 20, 2026
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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.