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Nasdaq - Delayed Quote USD

Muzinich Low Duration Supra Instl (MZLSX)

9.51
0.00
(0.00%)
At close: 8:01:42 PM EDT

Fund Summary

The fund normally invests at least 80% of the fund's net assets (plus any borrowings for investment purposes) in a well-diversified portfolio of corporate bonds and syndicated loans, including floating rate loans and restricted securities such as bonds issued pursuant to Rule 144A. It may have a majority of its assets in foreign fixed income securities, with permitted-currency emerging market exposure not to exceed 20% of the fund's net assets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 7.86%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 1

Performance & Risk

YTD Return 1.42%
5y Average Return 5.43%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.24
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MZLSXCategory AverageMZLSXCategory AverageMZLSXCategory Average
Alpha 1.11 -0.01 1.64 -0 -- -0.01
BETA 0.24 0.01 0.32 0.01 -- 0.01
Mean Annual Return 0.37 0 0.28 0 -- 0
R-squared 54.46 0.29 13.62 0.29 -- 0.22
Standard Deviation 2.73 0.06 5.55 0.06 -- 0.06
Sharpe Ratio 0 0 0.12 0 -- 0
Treynor Ratio -0.11 0.03 1.68 0.02 -- -0.01

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