LZHYX Mutual Fund

LZHYX Mutual Fund (Lazard US High Yield Portfolio Institutional Class) is managed by Lazard Asset Management with $133.8M in net assets. LZHYX expense ratio is 0.55%, holding 92 positions across sectors including Consumer Discretionary, Communication Services, Energy. Inception date: 1998-01-02.

LZHYX performance shows a YTD return of 2.11%. The 1-year return is 5.89% and the 5-year return is 3.50%. LZHYX dividend yield stands at 4.75%, paid monthly.

LZHYX top holdings include Iron Mountain Inc 144a 4.5% Feb 15, 2031 (2.3%), Adt Sec Corp 4.125 08/01/2029 (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 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.