Diversify your portfolio with HighMark's Bond Funds
Select a Bond strategy:
> Taxable Bonds
> Tax-Free Bonds
HighMark's Taxable Bond Strategies
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HIGH QUALITY
The portfolio emphasis is on high-quality corporate and mortgage-backed securities with the goal of earning the most income with the least amount of interest rate risk and credit risk.
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DURATION MANAGEMENT
HighMark's taxable bond fund managers hold a diversified portfolio of short-term and intermediate to long-term maturities with a duration the average duration limited to a range of 75-125% of the benchmark index.
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Active Management
The Funds are actively managed to take advantage of opportunities arising from changes in interest rates, volatility, credit spreads, sector spreads, and the shape of the yield curve, while also keeping transactional costs to a minimum.
Consider HighMark's Fixed Income Funds as part of your overall asset allocation strategy.
| HighMark Bond Fund | Fund Profile | Fact Sheet |
| HighMark Short Term Bond Fund | Fund Profile | Fact Sheet |
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HighMark's Tax-Free Bond Strategies
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HIGH QUALITY
The Funds invest primarily in high quality, investment-grade municipal bonds.
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PRESERVATION OF CAPITAL
The Funds offer lower volatility than its category peers.
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INTERMEDIATE STYLE INVESTMENT STRATEGY
Intermediate-term bonds may appeal to fixed-income investors seeking income or stability. Historical returns show that, over time, intermediate-term bonds-those with average maturities between 3 and 10 years-can deliver much of the income of the longer-term bonds with much less volatility and risk.
HighMark's Tax-Free Bond Funds invest in intermediate-term duration bonds because our portfolio management team believes one can capture a significant portion of the maximum yield in the market, while reducing the potential price volatility, by investing in securities in the middle-of-the-yield curve.
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TAX-FREE INCOME
The Funds seek to provide income that is exempt from federal, and possibly state, income tax. In addition, at least 80% of the Funds' assets in bonds pay interest that is exempt from the Alternative Minimum Tax.
Consider HighMark's Fixed Income Funds as part of your overall asset allocation strategy.
| HighMark CA Int. Tax-Free Bond Fund | Fund Profile | Fact Sheet |
| HighMark National Int. Tax-Free Bond Fund | Fund Profile | Fact Sheet |
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Mutual fund investing involves risk, including possible loss of principal. Investors should consider the Funds' investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the Funds' prospectus, which may be obtained by calling 800.433.6884 or by visiting www.highmarkfunds.com. Please read the prospectus carefully before investing.HighMark Funds Distributors, LLC, an affiliate of Foreside Funds Distributors LLC, is the principal underwriter of the HighMark Funds. HighMark Capital Management, Inc., a registered investment adviser, is a wholly-owned subsidiary of Union Bank, N.A. and serves as the investment adviser for HighMark Funds. Union Bank, N.A. is wholly owned by UnionBanCal Corporation. UnionBanCal Corporation is wholly owned by The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG, NYSE:MTU), one of the worlds largest financial organizations in market capitalization and deposit taking. NO BANK GUARANTEE, NOT FDIC INSURED, MAY LOSE VALUE. There is no guarantee that the Funds will meet their stated objectives.
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