LZHYX Mutual Fund

LZHYX Mutual Fund (Lazard US High Yield Portfolio Institutional Class) is managed by Lazard Asset Management with $132.0M in net assets. LZHYX expense ratio is 0.55%, holding 90 positions across sectors including Consumer Discretionary, Energy, Industrials. Inception date: 1998-01-02.

LZHYX performance shows a YTD return of 0.73%. The 1-year return is 1.85% and the 5-year return is 2.97%. LZHYX dividend yield stands at 4.88%, paid monthly.

LZHYX top holdings include General Motors Company 5.625% 02/15/2048 (2.2%), Adt Sec Corp 4.125 08/01/2029 (1.6%), Venture Global 9.875% 02/01/32 (1.6%), Xplr Infrastructure Operating Partners Lp 8.625% (1.6%), Civitas Resources Inc 144A 8.75% Jul 1, 2031 (1.6%). Go to all LZHYX holdings, LZHYX sectors, or LZHYX dividends.

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