LZHYX Mutual Fund
LZHYX Mutual Fund
NAV$18.14
AUM$136M
TER0.55%
Holdings85
See how much of LZHYX you already own
LZHYX Mutual Fund
NAV$18.14
Lazard US High Yield Portfolio Institutional Class
AUM$136M
TER0.55%
Holdings85
See how much of LZHYX you already own
LZHYX Mutual Fund Overlap Analysis
LZHYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LZHYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, LZHYX may share significant positions with broad-market funds.
LZHYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LZHYX tax-loss harvesting finds highly correlated but non-identical funds.