LZUSX Mutual Fund
LZUSX Mutual Fund
Lazard US Equity Focus Portfolio Institutional Class
LZUSX Mutual Fund Overview
LZUSX Mutual Fund (Lazard US Equity Focus Portfolio Institutional Class) is managed by Lazard Asset Management with $49.2M in net assets. LZUSX expense ratio is 0.70%, holding 33 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2004-12-30.
LZUSX performance shows a YTD return of 5.88%. The 1-year return is 15.83% and the 5-year return is 8.40%. LZUSX dividend yield stands at 11.82%, paid annually.
LZUSX 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 LZUSX holdings, sector breakdown, or dividend history.
LZUSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LZUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.