Lazard US Corporate Income Portfolio

Scorecard
3 / 5 Stars
Lipper
2 1 2 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#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.

See all Lazard funds

See full High Yield Bond rankings

See more fund rankings

Performance

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%
1 Year 6.9%
3 Years (Annualized) 7.5%
5 Years (Annualized) 13.1%
10 Years (Annualized) 7.0%

See more LZHYX performance

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 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

Fees are Average compared to funds in the same category.
Lazard US Corporate Income Portfolio has an expense ratio of 0.55 percent.

See more LZHYX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more LZHYX risk