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Wasmer Schroeder

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Advantage Incorporates taxable municipals while excluding Treasuries to generate additional yield Combines top-down review of yield and credit curves and bottom-up approach for monitoring credits and constructing portfolios
Investor Suitability Suited for investors looking for stability with yield that typically exceeds the index Suited for investors looking for limited duration style fund managed primarily for current income and capital preservation
Focus Spread product and sector management Spread product and sector management
Credit Quality Investment grade portfolio with 'BBB' exposure limited to 10% Investment grade portfolio with a focus on higher yielding sectors; 'BBB' exposure limited to 30%
Duration Limited duration portfolio consisting of bonds maturing between 1-10 years Limited duration portfolio consisting of bonds maturing between 1-10 years
Yield to Maturity 2.36% 2.47%

All data as of 6/30/2019