LZHYX : Lazard US Corporate Income Portfolio Institutional Shares

LZHYX is a Bond Market High Yield Bond with LOW fees.

LZHYX

Lazard US Corporate Income Portfolio Institutional Shares

FI Score

48 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

48% FI Score
  • lzhyx
  • Mutual Fund
  • Bond
  • High Yield Bond

Lazard US Corporate Income Portfolio Institutional Shares

Expenses: 0.55% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks maximum total return from a combination of capital appreciation and current income. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities issued by corporations or other non-governmental issuers similar to corporations, which securities are tied economically to the U.S. It typically invests a substantial portion of its assets, and may invest up to 100% of its assets. 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.

Largest Holdings

Amount Holding
1.97% Invesco Fundamental Hi Yld® Corp Bd ETF
0.90% KFC Holding Co., Pizza Hut Holdings, LLC Taco Bell of America LLC 5.25%
0.82% Equinix, Inc. 5.38%
0.79% Outfront Media Capital LLC / Outfront Media Capital Corp 5%
0.79% Ball Corporation 4%
0.79% Owens Brockway Glass Container Inc. 5%
0.79% T-Mobile USA, Inc. 6.5%
0.78% FREEPORT-MCMORAN INC 4.55%
0.78% Hughes Satellite Systems Corporation 5.25%
0.76% Western Digital Corp. 4.75%
0.76% SBA Communications Corporation 4.88%
0.75% Service Corporation International 4.62%
0.75% 1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 3.88%
0.75% DAVITA INC 5.12%
0.74% Hologic Inc 4.62%
0.74% Lamb Weston Holdings Inc 4.62%
0.73% Clean Harbors, Inc. 4.88%
0.73% HD Supply, Inc. 5.38%
0.71% Fiat Chrysler Automobiles N.V 5.25%
0.71% Aramark Services, Inc. 5%
0.70% Hilton Worldwide Finance LLC 4.62%
0.70% Clear Channel Outdoor Holdings Inc New 5.12%
0.70% Seagate HDD Cayman 4.75%
0.70% Wynn Las Vegas, LLC/Wynn Las Vegas Capital Corp. 5.5%
0.69% Post Holdings Inc. 5%

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