Portfolio Construction

Municipal securities offer potential for attractive yields and enhanced safety of principal. We will invest at least 65% in investment grade municipal securities rated A3/A or better at time of purchase. The portfolio will have a maximum
duration of 1 year and will be a blend of variable rate demand notes (VRDNs) and fixed rate bonds.

Portfolio Characteristics

Inception DateMarch 1, 2017
Assets Under Management (in millions)$107.50
MaturityShort (up to 1 year)
Decision MakingSector/Spread Analysis
Benchmark50% SIFMA / 50% Barclays Muni 1 Year

Portfolio Statistics as of 3/31/20

Ultra Short Tax-Free50% SIFMA / 50% Barclays Muni 1 Year
Average Credit QualityAa1
Duration0.2 yrs
Average Maturity0.2 yrs
Current Yield2.8%
Number of Holdings11
Coupon Rate1.6%
Yield to Maturity2.1%

Sector Diversification as of 3/31/20

Ultra Short Tax-Free50% SIFMA / 50% Barclays Muni 1 Year
Revenue70.900.00
General Obligation22.200.00
Other2.000.00
Cash4.800.00