Lazard US Corporate Income Portfolio (LZHYX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LZHYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LZHYX
LZHYX charges 0.70% annually. There are 53 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | LZHYX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | LZHYX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | LZHYX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | LZHYX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | LZHYX vs CRDOX |
Best Risk-Adjusted Alternatives to LZHYX
LZHYX has a PortfoliosLab risk / return rank of 83. There are 59 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | LZHYX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | LZHYX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 99 | — | Sep 2010 | LZHYX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | LZHYX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | LZHYX vs PSHNX |
Top Performing LZHYX Alternatives (YTD)
LZHYX is at 1.32% YTD. There are 130 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.52% | — | Nov 1977 | LZHYX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.28% | — | Dec 2014 | LZHYX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.73% | — | Oct 2018 | LZHYX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.68% | — | Jul 1995 | LZHYX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.52% | — | Jan 1987 | LZHYX vs FAHYX |
Lowest Volatility Alternatives to LZHYX
LZHYX has 3.04% 1-year volatility. There are 65 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | LZHYX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | LZHYX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | LZHYX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | LZHYX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | LZHYX vs OSTIX |
Lowest Drawdown Alternatives to LZHYX
LZHYX has a 1-year max drawdown of -2.28%. There are 66 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | LZHYX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | LZHYX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | LZHYX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | LZHYX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | LZHYX vs SCFIX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 7 categories.
Often Compared With LZHYX
Investors most often compare LZHYX with RSIIX, FOCIX, PYHRX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RiverPark Strategic Income Fund | High Yield Bonds | 68 | 1.69% | — | Sep 2013 | LZHYX vs RSIIX | |
| Fairholme Focused Income Fund | High Yield Bonds | 38 | 6.44% | — | Dec 2009 | LZHYX vs FOCIX | |
| Payden High Income Fund | High Yield Bonds | 95 | 2.44% | — | Dec 1997 | LZHYX vs PYHRX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 96 | 0.95% | — | Jul 2011 | LZHYX vs PRFRX | |
| Fidelity Series High Income Fund | High Yield Bonds | 96 | 3.22% | — | Mar 2011 | LZHYX vs FSHNX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.91% | — | Feb 2011 | LZHYX vs SHYPX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 2.06% | — | Feb 2011 | LZHYX vs SHOYX |
Compare LZHYX with Any Fund or Stock
Compare LZHYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LZHYX with funds that move differently
Lazard US Corporate Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZHYX.
Explore LZHYX Diversifiers