Muzinich Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return --- 3.1 1.5 6.9 4.5
Category Average 2.1 3.4 -2.0 7.5 5.8
Assets for Each Yr* 0.0 0.1 0.2 0.6 1.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 4.50 4.25

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,099 $1,000,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond 4.0 100.00 0.65 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash ---
Stocks ---
Bonds ---
Other ---
Annual Turnover % 97
% Assets in Top 10 ---
 
Sector Breakdown (% of stocks) 
Sensitive ---
Communication Services 0.0
Energy 0.0
Industrials 0.0
Technology 0.0
Cyclical ---
Basic Materials 0.0
Consumer Cyclical 0.0
Financial Services 0.0
Real Estate 0.0
Defensive ---
Consumer Defensives 0.0
Healthcare 0.0
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report

Lowest Expenses | More
12-15-17

Fund Name Expense Ratio Analyst Report
Muzinich Low Duration Supra Instl 0.50 ---
Muzinich US High Yield Corp Bond Sl 0.58 ---
Muzinich Credit Opps Supra Instl 0.60 ---

Highest Expenses | More
12-15-17

Fund Name Expense Ratio Analyst Report
Muzinich Credit Opps Supra Instl 0.60 ---
Muzinich US High Yield Corp Bond Sl 0.58 ---
Muzinich Low Duration Supra Instl 0.50 ---

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Muzinich Credit Opps Supra Instl Michael L. McEachern 4
Muzinich US High Yield Corp Bond Sl Clinton J. Comeaux 2
Muzinich Low Duration Supra Instl Anthony DeMeo 1

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Muzinich Low Duration Supra Instl Anthony DeMeo 1
Muzinich US High Yield Corp Bond Sl Clinton J. Comeaux 2
Muzinich Credit Opps Supra Instl Michael L. McEachern 4
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