Lazard US Short Duration Fixed Income Portfolio

Scorecard
2 / 5 Stars
Lipper
2 1 5 3 5
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 128 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Lazard funds

See full Short-Term Bond rankings

See more fund rankings

Performance

The fund has returned 0.84 percent over the past year, and 1.18 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 0.4%
1 Year 0.8%
3 Years (Annualized) 1.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more UMNOX performance

Summary

The investment seeks total return and preservation of capital. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities of US issuers, including US government securities, corporate securities, mortgage-related and asset-backed securities, convertible securities, municipal securities, structured products, preferred stocks and inflation- indexed-securities. It may invest up to 20% of its assets in other securities which need not be fixed-income securities of US issuers.

Fees

Fees are Low compared to funds in the same category.
Lazard US Short Duration Fixed Income Portfolio has an expense ratio of 0.70 percent.

See more UMNOX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more UMNOX risk