Finding Tax-Efficient Yield in a Changing Rate Environment

Charlette Golder, co-portfolio manager of QTPI ETF, explains how the fund seeks high current income and capital appreciation while maximizing tax efficiency. She discusses the advantages of preferred and hybrid securities, including their potential to deliver higher taxable-equivalent yields than municipal bonds. Golder also highlights the ETF’s active management strategy and its focus on maintaining 100% QDII-eligible securities.

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