LZUOX Mutual Fund

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, Financials, Health Care. Inception date: 2004-12-30.

LZUOX performance shows a YTD return of 11.59%. The 1-year return is 14.62% and the 5-year return is 7.80%. LZUOX dividend yield stands at 2.58%, paid annually.

LZUOX top holdings include Apple Inc (8.1%), Microsoft Corp (8.0%), Amazon.com Inc (6.6%), Alphabet Inc,class A (6.4%), NVIDIA Corp (5.5%). Go to all LZUOX holdings, LZUOX sectors, or LZUOX dividends.

LZUOX can be compared against other funds. Use LZUOX overlap to find shared positions, or LZUOX vs another fund for a side-by-side view. LZUOX alternatives are available via the screener, along with tax-loss harvesting opportunities.