LEOIX : Lazard Enhanced Opportunities Portfolio Institutional Shares

LEOIX is a Bond Market High Yield Bond with HIGH fees.

LEOIX

Lazard Enhanced Opportunities Portfolio Institutional Shares

FI Score

3 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

  • leoix
  • Mutual Fund
  • Bond
  • High Yield Bond

Lazard Enhanced Opportunities Portfolio Institutional Shares

Expenses: 2.71% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective over a full market cycle through a hedged strategy investing primarily in convertible fixed income and preferred securities (including those rated below investment grade ("junk")). Although its investment focus is U.S. companies, the Portfolio also may invest in non-U.S. companies, including depositary receipts and shares. The fund is non-diversified.

Largest Holdings

Amount Holding
3.06% Cardtronics plc 1%
3.03% IIP Operating Partnership LP 3.75%
2.29% Encore Capital Group Inc. 3.25%
2.26% Nuance Communications, Inc. 1%
2.14% Wright Medical Group N.V. 2.25%
2.04% Horizon Pharma Investment Limited 2.5%
2.00% LIBERTY MEDIA CORP DEL 2.25%
1.94% Herbalife Nutrition Ltd 2.62%
1.75% Pra Group Inc 3.5%
1.75% LIBERTY MEDIA CORP DEL 2.75%
1.65% Rapid7 Incorporation 1.25%
1.65% INNOVIVA INC 2.12%
1.64% Bridgebio Pharma Inc 2.5%
1.61% Atlas Air Worldwide Holdings, Inc. 1.88%
1.60% Pra Group Inc 3%
1.56% Alteryx Inc 0.5%
1.52% SFL Corporation Ltd 5.75%
1.49% Palo Alto Networks Inc 0.75%
1.49% Luckin Coffee Inc 0.75%
1.47% Qurate Retail Inc 4%
1.46% Everbridge Inc 0.12%
1.45% Redfin Corporation 1.75%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo