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Fixed Income

SNW Municipal/Taxable Blend

Focus

A high quality, fixed income strategy that actively invests in a blend of tax-exempt municipal bonds and domestic taxable bonds in seeking to generate attractive after-tax total returns while mitigating volatility for investors in mid-level Federal tax brackets and/or who reside in no-to-low income tax states.

    On April 28, 2017, OFI Global Institutional, Inc., a registered investment adviser subsidiary within OFI Global Asset Management (“OFI Global”) acquired SNW Asset Management, LLC (“SNW”). SNW provides advisory services for the strategy discussed herein.

    Benchmark: Through 12/31/11: 80% Merrill Lynch 1-5yr Municipal index/ 20% Merrill Lynch 5-7yr index. After 12/31/11: BofA Merrill Lynch 1-10 Year Municipal Securities Index. The BofA Merrill Lynch 1-10 Year Municipal Securities Index is a subset of the BofA Merrill Lynch US Municipal Securities Index including all securities with a remaining term to final maturity less than 10 years.

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