LZHOX Mutual Fund

NAV$18.67

AUM$3M

TER0.80%

Holdings92

LZHOX Mutual Fund

NAV$18.67

Lazard US High Yield Portfolio Open Class

AUM$3M

TER0.80%

Holdings92

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Holdings Overlap Analysis

Compare LZHOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LZHOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LZHOX Mutual Fund Overlap Analysis

LZHOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LZHOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, LZHOX may share significant positions with broad-market funds.

LZHOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LZHOX tax-loss harvesting finds highly correlated but non-identical funds.