Tax-Free Municipal Bond
MPI Investment Management’s Tax-Free Municipal Bond Strategy invests strictly in high quality municipal bonds. The portfolio’s objective is to protect investors’ principal while providing market competitive interest income, without federal income tax consequences. The portfolio minimizes risk by selecting high quality bonds and diversifying among issuers.
The number of bonds in an MPI Tax-Free Municipal Bond Portfolio ranges from 15-25 depending on account size. Maturities generally range from 0-10 years with an average duration of approximately 1-5 years. MPI believes this duration focus captures the majority of the yield curve without assuming above average market volatility.
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