LZHOX Mutual Fund
LZHOX Mutual Fund
Lazard US High Yield Portfolio Open Class
LZHOX Mutual Fund Overview
LZHOX Mutual Fund (Lazard US High Yield Portfolio Open Class) is managed by Lazard Asset Management with $2.8M in net assets. LZHOX expense ratio is 0.80%, holding 92 positions across sectors including Energy, Consumer Discretionary, Communication Services. Inception date: 1998-02-24.
LZHOX performance shows a YTD return of 1.51%. The 1-year return is 5.47% and the 5-year return is 2.91%. LZHOX dividend yield stands at 4.47%, paid monthly.
LZHOX top holdings include Lazard Govt Mny Mmkt Ins (2.6%), Iron Mountain Inc Company Guar 144A 02/31 4.5 (2.2%), Adt Sec Corp 4.125 08/01/2029 (1.5%), Venture Global 9.875% 02/01/32 (1.5%), Xplr Infrast Operating 8.63% 15Mar2033 (1.5%). View all LZHOX holdings, sector breakdown, or dividend history.
LZHOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LZHOX alternatives are available via the screener, along with tax-loss harvesting opportunities.