Lazard US Corporate Income Portfolio Open Shares (LZHOX) Investment Research Dashboard
About Lazard US Corporate Income Portfolio Open Shares (LZHOX) stock analysis
Get live LZHOX stock price $18.57, comprehensive Lazard US Corporate Income Portfolio Open Shares stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time LZHOX stock data and investment insights.
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Lazard US Corporate Income Portfolio Open Shares (LZHOX) Overview
Lazard US Corporate Income Portfolio Open Shares (LZHOX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Income industry . As of the latest trading session, LZHOX trades at $18.57 with a market capitalization of 1.37B . Over the past 52 weeks, LZHOX has traded between $18.45 and $18.90 , with the current price positioned at approximatel...
Key Takeaways
- Operates in the Financial Services sector (Asset Management - Income)
- Market cap: 1.37B
- Current price: $18.57
- 52-week range: $18.45 - $18.90
- P/E ratio: 21.62
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Employees
- N/A
Contact Information
- Address
- 30 Rockefeller Plaza
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 21.6)
✓ Lower volatility stock (Beta: 0.65) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Lazard US Corporate Income Portfolio Open Shares shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Lazard US Corporate Income Portfolio Open Shares
- ⚠Investors should consider how Lazard US Corporate Income Portfolio Open Shares fits within their overall portfolio allocation
Market Cap
1.37B
P/E Ratio (TTM)
21.62
Beta
0.65
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.8% | +2.0% | 19.2 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.1 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 25.0 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.5 | 50/100⭐⭐⭐ |
| Utilities | -1.8% | -0.7% | -5.2% | 27.5 | 37/100⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.3% | -0.5% | -10.6% | 30.4 | 22/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.