基本資料

投資策略

旨在提供與保本一致的高收入水平。本基金主要（至少佔本基金資產淨值的 75%）投資於合資格市場上市或買賣的市政債券投資組合，以實現旨在提供與保本一致 的高收入水平的投資目標。市政債券是由美國州政府、市政府、非牟利企業發行人或特殊目的地區，例如運輸機關（即獨立於 地方政府的特殊目的政府部門）發行的債券，用於為美國、其領土和屬地的基建行業和進行的項目籌集資金。

基金經理人

• Burger Jeffrey
• 資歷 3年(2020-11-02 至今)

• Mr. Burger is a Senior Portfolio Manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond strategies for institutional, high net worth and mutual fund clients. Previously, Mr. Burger served as a senior analyst for the firm, specializing in land-secured and special tax bonds. Prior to joining the firm in 2009, he worked at Columbia Management as a portfolio manager and senior research analyst and at Fitch Ratings as a senior-level analyst. Mr. Burger is a former chairman and member of the executive committee and board of governors for the National Federation of Municipal Analysts. He is also a former president of the Boston Municipal Analysts Forum. Mr. Burger has been in the investment industry since 1998. He earned an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA degree, cum laude, in policy studies and public relations from Syracuse University.

• Casey Thomas
• 資歷 7年(2017-04-19 至今)

• Thomas C. Casey
  Director, Senior Portfolio Manager
  Tom is a senior portfolio manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, insurance and high net worth clients. Previously, Tom worked as a trader and a portfolio analyst on the US Municipal team. Prior to joining the firm in 1993, Tom worked as an analyst at State Street Bank & Trust Company. Tom has been in the
  investment industry since 1988. Tom earned an MBA and a BA from Boston College.

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