Tax-Advantaged Municipal Closed-End Portfolio


The Trust seeks monthly income that is exempt from federal income taxes and to reduce exposure to the alternative minimum tax (“AMT”) by investing in a diversified pool of closed-end funds that invest in tax-exempt municipal bonds.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in closed-end funds which invest at least 80% of their assets in tax-exempt municipal bonds.



Series 57

Asset Class

Investment Strategy/Goal

Investment Type/Style