Lazard US Short Duration Fixed Income Portfolio Open Shares (UMNOX) Research
This investment fund aims to achieve two primary objectives: generating overall financial gains and ensuring the protection of capital. Typically, the portfolio allocates at least 80% of its total holdings to a diverse range of fixed-income instruments issued by U.S. entities. This broad category encompasses various assets such as U.S. government bonds, corporate debt, securities backed by mortgages or other assets, municipal obligations, complex structured financial products, preferred shares, and inflation-protected securities. The fund also retains the flexibility to invest up to 20% of its assets in other types of securities that are not necessarily U.S.-issued or strictly fixed-income in nature.
Market snapshot
- Symbol
- UMNOX
- Price
- $9.58
- Day change
- +0.05%
- Market cap
- $33.3M
- 52-week range
- 9.57-9.67
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- North Square Advisory Research Small Cap Value Fund - Class I (ADVGX)
- abrdn Realty Income & Growth Fund Institutional Class (AIGYX)
- Columbia Pacific/Asia Fund Class A (CASAX)
- Dana Concentrated Dividend ETF (DIVE)
- Glenmede Total Market Portfolio (GTTMX)
- ICON Equity Fund Investor (ISTAX)
- AMG Veritas Global Focus Fund - Class N (MFQAX)
- Wedgewood Fund Class Retail (RWGFX)
Open Lazard US Short Duration Fixed Income Portfolio Open Shares (UMNOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.