- What are the top holdings of UMNOX?
- A machine-readable holdings disclosure for Lazard US Short Duration Fixed Income Portfolio Open Shares (UMNOX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does UMNOX invest in?
- Lazard US Short Duration Fixed Income Portfolio Open Shares (UMNOX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is UMNOX most exposed to?
- UMNOX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is UMNOX a US-only fund?
- The country allocation card on this page shows UMNOX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does UMNOX invest in?
- 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.
