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Exchange Traded Funds (ETF) Fixed Income Portfolio

This portfolio is designed to provide income for investors who possess current cash flow needs, yet have a very low tolerance for risk. 

The strategy utilized is conservative portfolio management where the account will be invested in several assets classes; namely, domestic and international corporate bonds, U.S. government bonds, state and local municipal bonds, U.S. agency mortgage bonds, and money market/cash reserve funds.  Additionally, from time to time a modest allocation to equity may be utilized in the portfolio as a means to neutralize the effects of inflation in an income-focused portfolio. 

Generally, MBT managers will purchase domestically issued Exchange Traded Funds (ETFs) that correspond to the price and yield performance of a specified market indices, which are conservative in nature. 

Features and Benefits


The portfolio utilizes ETFs that incorporate the following characteristics:  

    • Intermediate duration (interest rate volatility). 
    • Low index tracking error.
    • Attractive risk-adjusted yields. 
    • No sales loads and low internal  expenses.  

 

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