Lazard US High Yield Instl
30 Rockefeller Plaza United States
Map
Phone: 800-986-3455
| Category: | High Yield Bond | | Fund Family: | Lazard | | Net Assets: | 75.44M | | Year-to-Date Return: | 29.35% | | Yield: | 7.62% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-98 |
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J. William Charlton
Lead Manager since
26-Nov-02 | | | J. William Charlton, a Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager?s U.S. High Yield Fixed Income team. Prior to joining the Investment Manager in 2002, Mr. Charlton worked at Offitbank. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return. The fund normally invests at least 80% of assets in bonds and other fixed-income securities of U.S. companies where such securities are rated, at the time of purchase, below investment- grade by S&P or Moody's and as low as the lowest rating assigned by S&P or Moody's, or the unrated equivalent. The Portfolios average weighted maturity is expected to range between two and ten years. It may engage in currency transactions and lending portfolio securities. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 86.82% |
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| Expense | LZHYX | Category
Avg | | Total Expense Ratio: | 0.55%
| 1.20% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.47% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 274 | $638 | | 5 Yr Expense Projection*: |
$ 509 | $997 | | 10 Yr Expense Projection*: |
$ 1,184 | $2,011 |
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