Lazard US Corporate Income Portfolio Open Shares (LZHOX) Research
The primary objective of this portfolio is to deliver the highest possible total return, drawing from both capital appreciation and current income generation. Under typical market conditions, the portfolio allocates a minimum of 80% of its capital to debt instruments issued by U.S.-based corporations or comparable non-governmental entities; these core holdings may comprise anywhere from 80% to potentially 100% of the portfolio's total assets. Up to one-fifth of its holdings, however, can be diversified into other security types that are not restricted to fixed-income instruments or U.S.-centric issuers.
Market snapshot
- Symbol
- LZHOX
- Price
- $18.71
- Day change
- 0.00%
- Market cap
- $1.4B
- 52-week range
- 18.39-18.9
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- BlackRock Dynamic High Income Portfolio (BDHIX)
- BNY Mellon MidCap Index Fund Class I (DMIDX)
- American Funds Retirement Income Portfolio - Conservative Class F-1 (FAFWX)
- Harbor Large Cap Value Fund Institutional Class (HAVLX)
- Janus Henderson High-Yield Fund - T Shares (JAHYX)
- Janus Henderson High-Yield Fund Class A (JHYAX)
- Janus Henderson High-Yield Fund - N Shares (JHYNX)
- Janus Henderson High-Yield Fund Class R (JHYRX)
Open Lazard US Corporate Income Portfolio Open Shares (LZHOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.