The Municipals team is one of the largest municipal bond-focused teams in the industry with decades of experience. They strive to meet the income and return goals of investors by offering strategies spanning the entire yield curve and credit spectrum. The team offers ESG-driven strategies as well, driven by proprietary credit research in conjunction with Calvert. Their consistent, proven research process and relative-value trading approach has earned the team national recognition for its tax-exempt strategies.

Meet The Team

 
Julie Callahan
Julie Callahan
Managing Director
 

As of 5/31/2022. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles. Not all strategies utilize Calvert's expertise.

All investing involves risks, including a loss of principal. 

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In the current rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. Longer-term securities may be more sensitive to interest rate changes. In a declining interest-rate environment, the portfolio may generate less income.

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Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

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