LZCOX Mutual Fund (Lazard US Small-Mid Cap Equity Portfolio Open Shares) is managed by Lazard Asset Management with $6.2M in net assets. LZCOX expense ratio is 1.20%, holding 72 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1997-01-30.

LZCOX performance shows a YTD return of 14.71%. The 1-year return is 30.31% and the 5-year return is 9.09%. LZCOX dividend yield stands at 1.06%, paid annually.

LZCOX top holdings include Advanced Energy Industries Inc. (2.7%), Texas Capital Bancshares Inc (2.3%), Wintrust Financial Corp (2.2%), The Toro Co. (2.1%), First American Corporation (2.1%). View all LZCOX holdings, sector breakdown, or dividend history.

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