5-to-15 Year Laddered Municipal Bond Portfolio

5-to-15 Year Laddered Municipal Bond Portfolio is a registered fund series of 5-to-15 Year Laddered Municipal Bond Portfolio (series S000054122). Net assets $685.1M as of 2023-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Morgan Stanley & Co. LLC$29.2M425.57%
Main Street Natural Gas Inc$23.0M336.11%
State of Texas$17.4M253.39%
Commonwealth of Pennsylvania$17.1M249.50%
Tennergy Corp/TN$11.5M167.91%
Indianapolis Local Public Improvement Bond Bank$11.1M162.68%
State of Texas$10.5M153.24%
Virginia Small Business Financing Authority$9.8M142.88%
Colorado Health Facilities Authority$7.6M111.54%
New York State Dormitory Authority$7.1M103.77%
Seattle Housing Authority$7.0M102.80%
North Texas Tollway Authority$6.1M89.18%
County of Fairfax VA$6.0M87.89%
County of Bexar TX$5.9M86.73%
State of Georgia$5.9M85.91%

Net asset history

Report dateNet assets
2023-04-30$685.1M
2023-01-31$630.3M
2022-10-31$595.9M
2022-07-31$692.0M
2022-04-30$786.6M
2022-01-31$938.0M
2021-10-31$962.0M
2021-07-31$971.7M

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