LCAIX Mutual Fund (Lazard Opportunistic Strategies Portfolio Institutional Shares) is managed by Lazard Asset Management with $23.6M in net assets. LCAIX expense ratio is 1.21%, holding 19 positions across sectors including Unknown, Financials, Other. Inception date: 2008-03-26.

LCAIX performance shows a YTD return of 4.72%. The 1-year return is 13.89% and the 5-year return is 6.12%. LCAIX dividend yield stands at 12.71%, paid annually.

LCAIX top holdings include Lazard Govt Mny Mmkt Ins (19.1%), Bonds Ishares 20+ Yr Treasury Bd ETF (12.3%), Vanguard S&p 500 Value ETF (11.9%), Vanguard S&p 500 Growth ETF (11.7%), Vanguard S&P 500 ETF (9.0%). View all LCAIX holdings, sector breakdown, or dividend history.

LCAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.