STAR™ Spectrum: Tax Advantage California

STAR™ Spectrum Tax Advantage California Model seeks current income with the potential for tax advantages for California residents by investing primarily in sectors of the California municipal bond fixed income market.

The strategy focuses on California municipal bonds but may include issues from other states, or taxable securities such as Build America Bonds. The portfolio may include investment grade and below-investment grade securities at the manager’s discretion, but the overall goal is a weighted average investment grade credit rating.

California