Fund Net Assets
2-Star Overall Morningstar Rating ™ (ICMUX) out of 278 Multisector Bond Funds as of 09/30/2018.
The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund’s three-, five-, and 10-year (if applicable) Morningstar Ratings™ metrics, which are based on risk-adjusted return performance.
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.