Home Fixed income investment strategies Opportunistic Municipal

Municipals

Opportunistic Municipal

Seeking to provide a high level of federally tax-exempt income, using a process designed to capitalize on high-conviction, high-income credit opportunities across investment-grade, high yield, and non-rated securities.

Strategy differentiators

Balancing risk and reward potential in tax-exempt investing

Active management seeks the optimal spot on the yield curve and higher exposure to bonds rated A and BBB, in an effort to maximize yield

Preference for revenue bonds that provide attractive relative yield and less sensitivity to business cycles

Sources opportunities in both investment grade and high yield markets; higher quality and greater liquidity than a high-yield municipal-only portfolio

Strategy facts

Manager

Principal Fixed Income

Inception

1 July 2012

Index

Bloomberg Municipal Bond Index

Targeted number of issuers

150-175

Expected turnover

35% (assuming normal market conditions)

Investment vehicles

SMA, U.S. Mutual Fund

Portfolio management
Principal Fixed Income

A global platform of integrated and specialized teams focused on delivering innovative, actively managed total return and yield-oriented investment solutions through capabilities that span all major fixed income sectors.

James Noble
Jim Noble, CFA
Portfolio Manager
34 years of experience
James Welch
James Welch
Portfolio Manager
38 years of experience

No information

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Past performance does not guarantee future results.

Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Risk management techniques seek to mitigate or reduce risk but cannot remove it.

Investment guidelines are subject to change.

Bloomberg Municipal Bond Index represents the long-term, investment-grade tax-exempt bond market.

Principal Fixed Income is an investment team within Principal Global Investors.