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Nasdaq - Delayed Quote USD

Lazard US High Yield Portfolio Instl (LZHYX)

17.98
+0.05
+(0.28%)
At close: May 2 at 8:04:19 PM EDT

Fund Summary

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 US High Yield Portfolio Instl

New York, NY 10112
30 Rockefeller Plaza
800-823-6300

Fund Overview

Category High Yield Bond
Fund Family Lazard
Net Assets 124.34M
YTD Return 1.28%
Yield 5.21%
Morningstar Rating
Inception Date Feb 24, 1998

Fund Operations

Last Dividend 0.24
Last Cap Gain -5.00
Holdings Turnover 49.00%
Average for Category --

Fees & Expenses

Expense LZHYX Category Average
Annual Report Expense Ratio (net) 0.58% 0.95%
Prospectus Net Expense Ratio 0.58% --
Prospectus Gross Expense Ratio 0.73% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.88%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jeffrey J. Clarke, Lead Manager since August 31, 2017
Jeffrey Clarke, CFA, a Senior Vice President of Lazard, is a portfolio manager/analyst on the Investment Manager’s US Fixed Income team. Mr. Clarke primarily focuses on investment opportunities in the US Taxable markets, specializing in US Corporate High Yield credits. He began working in the investment field in 1999. Prior to joining Lazard in 2002, Jeffrey was a High Yield Research Analyst and Funds Administrator with OFFITBANK, and was also previously with the Bank of New York. He has an MBA from New York University and a BA in Business Administration from Hofstra University.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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