Muzinich Dynamic Income Fund Institutional Shares (MZCIX) Research

The primary objective of this investment is to generate substantial income alongside capital appreciation. To achieve this, the fund strategically allocates its assets across various credit sectors within global fixed-income markets that the Advisor identifies as attractive. Typically, a minimum of 80% of its net assets will be invested in corporate bonds and syndicated loans from both U.S. and international corporations, selected based on their compelling risk-reward characteristics. The fund has the flexibility to invest up to 70% of its net assets in foreign securities, with a further allowance for up to 40% of its net assets to be allocated to issuers located in emerging market countries.

Market snapshot

Symbol
MZCIX
Price
$9.65
Day change
0.00%
Market cap
$152.8M
52-week range
9.46-10.05
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Virtus Emerging Markets Opportunities Fd Institutional (AOTIX)
  • Clarkston Fund Institutional Class (CILGX)
  • Wilshire Large Company Value Portfolio (DTLVX)
  • EuroPac International Value A (EPIVX)
  • Green Century MSCI Intl Index Fd Instl Cl (GCIFX)
  • Green Century MSCI Intl Index Fd Individual Inv Cl (GCINX)
  • Manning & Napier Disciplined Value Series Class S (MDFSX)
  • Marsico Intl Opportunities Fd (MIOFX)

Open Muzinich Dynamic Income Fund Institutional Shares (MZCIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.