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 Energy, Consumer Discretionary, Communication Services. 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 2.93%. LZHOX dividend yield stands at 4.52%, paid monthly.

LZHOX top holdings include Lazard Govt Mny Mmkt Ins (2.6%), Iron Mountain Inc 144a 4.5% Feb 15, 2031 (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%). 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.