-->

Centaurus Financial - we invest in your success

financialbrowsers.com's Privacy Policy

We are strongly committed to protecting the privacy of every visitor to financialbrowsers.com. The following information is intended to help answer questions you may have about how we go about protecting every visitor's privacy.

financialbrowsers.com E-mail

Your name is the only required information for a FREE financialbrowsers.com E-mail address. Other information may be gathered. Legitimate requests or orders from courts or law enforcement agencies to obtain information will be complied with.

Disclosure

We do not use or disclose information about your individual visits to financialbrowsers.com or information that you may give us, such as your name, address, email address or telephone number, to any outside companies. We may share with our Web site partners aggregated statistical "ratings" information about the use of financialbrowsers.com. Legitimate requests or orders from courts or law enforcement agencies to obtain information will be complied with.

Contacting the Web Site

If you have any questions about this privacy statement, the practices of this site, or your dealings with financialbrowsers.com, use the link below to find out how to ask.

Contact Us

Home > Financial Services > Mutual Funds > Lebenthal

Lebenthal

There are many types of funds such as Lebenthal NJ Municipal, Lebenthal NY Municipal Bond A, Lebenthal NY Municipal Bond B and Lebenthal Taxable Municipal Bond.

Lebenthal NJ Municipal; the investment seeks income exempt from federal income taxes and New Jersey gross income tax; capital gain is secondary. The fund invests primarily in long-term, investment-grade, tax-exempt municipal obligations. It normally invests at least 80 percent of assets in securities that pay interest exempt from federal and New Jersey income taxes; these may include securities issued by Puerto Rico and other U.S. territories. It may invest in securities subject to the Alternative Minimum Tax. The fund typically maintains an average maturity ranging between 15 and 25 years. This fund is non-diversified.

Lebenthal New York Municipal Bond Fund seeks income exempt from federal, New York State, and New York City income taxes, consistent with preservation of capital; capital appreciation is secondary. The fund normally invests at least 80 percent of assets in investment grade New York municipal obligations. It may invest the balance in other municipal obligations. The average portfolio maturity ranges between 15 and 25 years. The fund may invest without limit in Alternative Minimum Tax-subject bonds. This fund is non-diversified.

Lebenthal Taxable Municipal Bond Fund seeks income consistent with capital preservation, capital appreciation is considered. The fund normally invests at least 65 percent of assets in taxable municipal bond obligations with remaining maturities of one year or more issued by state and municipal governments. The fund expects to maintain an average portfolio maturity in excess of 10 years. Although the fund purchases primarily investment-grade securities, it does not necesssarily dispose of a security if its credit quality is downgraded after purchase. The fund may purchase variable- and floating-rate securities, including participation interests therein. This fund is non-diversified.

The company mission is to provide investors and their financial advisors with investment management excellence a combination of outstanding performance and extraordinary service.

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Mutual Funds