home

Credit Opportunities Fund

The Muzinich Credit Opportunities Fund (the "Fund") is a tactical strategy that typically invests at least 80% of its net assets in corporate bonds and floating rate loans that the Advisor believes have attractive risk/reward characteristics and which are issued by U.S. and foreign corporations. The Credit Opportunities Fund seeks to provide a high level of income and capital appreciation.

The Fund's portfolio managers actively manage the Fund, selecting bonds and loans based on rigorous bottom-up credit analysis of each security in the Fund's portfolio. The fund employs a "go anywhere" strategy that allows for flexibility to dynamically allocate to positive return sectors over the course of a full credit cycle. The Fund’s portfolio managers may occasionally utilize portfolio overlays (hedges) to seek to protect the portfolio from rising interest rates and/or periods of corporate spread widening. The portfolio managers may use duration management and sector rotation in order to seek absolute return. The Fund may sell a holding when it meets the portfolio manager's expectations, no longer offers compelling relative value, shows deteriorating fundamentals, or if it falls short of the portfolio manager's expectations. The portfolio manager may also decide to hold a bond or loan after a default.

 




The Funds are offered to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Please refer to the Credit Opportunities Fund prospectus, the U.S. High Yield Corp Bond Fund prospectus and Low Duration Fund prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read each of the Fund documents carefully before investing. You may also obtain a hard copy of the prospectus by calling 1-855-689-4642.

Mutual fund investing involves risk. Principal loss is possible. Investments in the fund include risks associated with debt securities, lower-rated and non-rated securities, foreign securities including emerging markets, derivatives, floating rate loans, turnover risk, leverage, securities with liquidity risk and investments in other funds or ETFs. Please refer to the prospectus for additional information about the risks of investing in the fund.

The Funds are distributed by Quasar Distributors, LLC.

You are here:Home Muzinich Mutual FundsCredit Opportunities Fund Overview