institutional

Municipal

The strategy emphasizes those sectors of the market that have consistently demonstrated the ability to outperform Treasuries on both an after-tax and a risk adjusted basis. Security selection focuses on historical and relative yield spread analysis, bond structure and break-even analysis. The team does not emphasize forecasting the direction of interest rates and typically maintains portfolio sensitivity (i.e. duration) to changes in interest rates within a relatively tight parameter. For risk control, the team will diversify holdings so that no single security, municipality or sector can significantly impact portfolio performance. Bonds purchased will have at least an A stand-alone or implied credit rating by S&P or Moody’s. If insured, a bond’s underlying rating will be at least A.

team

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.

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