LZUOX Mutual Fund
LZUOX Mutual Fund
Lazard US Equity Focus Portfolio Open Class
LZUOX Mutual Fund Overview
LZUOX Mutual Fund (Lazard US Equity Focus Portfolio Open Class) is managed by Lazard Asset Management with $2.0M in net assets. LZUOX expense ratio is 0.95%, holding 33 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2004-12-30.
LZUOX performance shows a YTD return of 5.72%. The 1-year return is 15.58% and the 5-year return is 8.12%. LZUOX dividend yield stands at 11.49%, paid annually.
LZUOX top holdings include Apple Inc (7.5%), Microsoft Corp 4.100 Feb 06 37 (6.5%), 'alphabet Inc., Class 'a'' (6.2%), Amazon.Com Inc (6.1%), Nysintercontinental Exchange Inc (4.2%). View all LZUOX holdings, sector breakdown, or dividend history.
LZUOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LZUOX alternatives are available via the screener, along with tax-loss harvesting opportunities.