US Investments 
 
 

AB Tax Aware Fixed Income Portfolio  

 

Objective

Tax Aware Fixed Income seeks to earn the highest available level of current income exempt from federal taxes, without assuming what the Advisor considers undue risk.

Primary Investments

 
  • Municipal and taxable fixed-income securities
  • Invests selectively in below-investment-grade bonds

Portfolio Overview

 
  • Invests flexibly across both municipal and taxable bonds, seeking attractive after-tax returns
  • Manages interest-rate exposure, with the ability to invest in lower rated munis and corporate bonds
  • Led by disciplined team averaging 32 years of industry experience, with over $27 billion in assets under management

Management Team

  • Daryl ClementsSenior Portfolio Manager
  • R. B. Davidson IIIDirector—Municipal Bond Management
  • Terrance T. HultsPortfolio Manager
  • Shawn KeeganPortfolio Manager—Credit

Literature

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