Lazard Global Fixed Income Portfolio Open Shares (LZGOX) Research
This fund primarily focuses on fixed income, committing a minimum of 80% of its portfolio to debt securities. It emphasizes a global approach, with substantial investments in companies or governments based outside the U.S., or entities that derive a significant portion of their revenue internationally. This international focus also includes securities issued in non-U.S. currencies and the utilization of foreign exchange forward contracts. The fund has the flexibility to allocate a portion of its capital to developing economies, either through issuers operating in emerging markets or by holding debt denominated in their currencies. Additionally, a maximum of 15% of its holdings may comprise lower-rated debt, including those classified as below investment grade or comparable unrated securities.
Market snapshot
- Symbol
- LZGOX
- Price
- $6.95
- Day change
- +0.14%
- Market cap
- $2.1M
- 52-week range
- 6.82-7.11
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Cambiar Global Equity Investor Class Shares (CAMGX)
- Columbia Adaptive Retirement 2030 Fund Institutional 3 Class (CARMX)
- Champlain Emerging Markets Fund Advisor Class (CIPDX)
- Frost Municipal Bond Fund Investor Class Shares (FAUMX)
- Lazard International Equity Value Portfolio Open Shares (IEVOX)
- ERShares US Small Cap Institutional Class (IMPAX)
- PFG Global Strategy Fund Class R (PFDGX)
- SilverPepper Commodity Strategies Global Macro Fund- Advisor Class (SPCAX)
Open Lazard Global Fixed Income Portfolio Open Shares (LZGOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.