Fund Net Assets
2-Star Overall Morningstar Rating ™ (ICMUX) out of 267 Multisector Bond Funds as of 06/30/2018.
The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund’s three-, five-, and 10-year Morningstar Ratings™ metrics, which are based on risk-adjusted return performance.
Fund Statistics as of 07/18/18
Jason Lazarus, CFA
Jason joined Intrepid Capital in 2008. He is the lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. Jason is also a member of the investment team responsible for the Intrepid Capital Fund and the Intrepid Balanced portfolio. Mr. Lazarus focuses on research of high yield fixed income investments. A CFA Charterholder, Jason received his M.S. in Finance and a BS degree, cum laude, in Industrial and Systems Engineering from the University of Florida.