LZHOX Mutual Fund

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 Consumer Discretionary, Communication Services, Energy. Inception date: 1998-02-24.

LZHOX performance shows a YTD return of 1.98%. The 1-year return is 5.65% and the 5-year return is 3.24%. LZHOX dividend yield stands at 4.97%, paid monthly.

LZHOX top holdings include Iron Mountain Inc 144a 4.5% Feb 15, 2031 (2.3%), Adt Security Corp/The 4.13% 01Aug2029 (1.6%), Xplr Infrast Operating 8.63% 15Mar2033 (1.6%), Level 3 Financing Inc 8.50% 01/15/2036 (1.6%), Venture Global 9.875% 02/01/32 (1.6%). Go to all LZHOX holdings, LZHOX sectors, or LZHOX dividends.

LZHOX can be compared against other funds. Use LZHOX overlap to find shared positions, or LZHOX vs another fund for a side-by-side view. LZHOX alternatives are available via the screener, along with tax-loss harvesting opportunities.