3 / 5 Stars
2 1 2 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#53 in High Yield Bond
U.S. News evaluated 174 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 6.92 percent over the past year, 7.49 percent over the past three years, 13.11 percent over the past five years, and 7.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||13.1%|
|10 Years (Annualized)||7.0%|
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 US. 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 as described above and need not be tied economically to the US.
Fees are Average compared to funds in the same category.
Lazard US Corporate Income Portfolio has an expense ratio of 0.55 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.