MZCIX

About MZCIX

Muzinich Dynamic Income Fund Institutional Shares is an actively managed multisector bond mutual fund focused on global credit markets. Its primary objective is to provide income with the potential for capital appreciation through a flexible, “go-anywhere” approach that allocates across corporate bonds, syndicated loans, and other income-producing instruments, typically investing at least 80% of assets in fixed or floating-rate securities. The strategy dynamically shifts across regions, sectors, and credit qualities based on fundamentals, valuations, and technical conditions, with the ability to employ hedges, manage duration, and rotate sectors to navigate changing market environments. Managed by an experienced credit team, the fund has held hundreds of individual bond positions and uses cash equivalents and government securities defensively during periods of stress. It sits within the multisector bond category, reflecting its broad mandate and emphasis on corporate credit selection and top-down positioning through a structured asset-allocation process. The fund’s design aims to deliver attractive risk-adjusted returns over a full credit cycle while actively managing volatility and liquidity in diverse credit segments.