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Lazard US High Yield Portfolio Instl (LZHYX)

17.69
+0.01
+(0.06%)
As of 8:09:19 AM EDT. Market Open.
Loading Chart for LZHYX
  • Previous Close 17.68
  • YTD Return 1.28%
  • Expense Ratio 0.58%
  • Category High Yield Bond
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 124.34M
  • Beta (5Y Monthly) 0.86
  • Yield 5.21%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.24
  • Inception Date Jan 2, 1998

Under normal circumstances, the Portfolio invests at least 80% of its assets in high yeild fixed-income securities issued by corporations or other non-governmental issuers similar to corporations, which securities are tied economically to the U.S. The Portfolio may invest up to 20% of its assets in other securities which need not be fixed-income securities and need not be tied economically to the U.S.

Lazard

Fund Family

High Yield Bond

Fund Category

124.34M

Net Assets

1998-01-02

Inception Date

Performance Overview: LZHYX

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Trailing returns as of 4/16/2025. Category is High Yield Bond.

YTD Return

LZHYX
1.28%
Category
3.62%
 

1-Year Return

LZHYX
5.96%
Category
14.69%
 

3-Year Return

LZHYX
3.63%
Category
6.16%
 

5-Year Return

LZHYX
4.88%
Category
6.21%
 

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Holdings: LZHYX

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Sector Weightings

SectorLZHYX
Real Estate   100.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: LZHYX

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Research Reports: LZHYX

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