LEOOX Mutual Fund
LEOOX Mutual Fund
Lazard Enhanced Opportunities Portfolio Open Shares
LEOOX Mutual Fund Overview
LEOOX Mutual Fund (Lazard Enhanced Opportunities Portfolio Open Shares) is managed by Lazard Asset Management with $1.3M in net assets. LEOOX expense ratio is 1.59%, holding 397 positions across sectors including Other, Information Technology, Financials. Inception date: 2014-12-31.
LEOOX performance shows a YTD return of 4.44%. The 1-year return is 9.16% and the 5-year return is 5.15%.
LEOOX top holdings include Bought THB Sold USD 20260409 (3.3%), Western Digital Corp. 0.04 01/05/2026 (3.1%), Forward Foreign Currency Contract (3.0%), Interdigital, Inc. 0.04 01/05/2026 (2.7%), Bloom Energy Corp. 0.04 01/05/2026 (2.7%). View all LEOOX holdings, sector breakdown, or dividend history.
LEOOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LEOOX alternatives are available via the screener, along with tax-loss harvesting opportunities.