LCAOX Mutual Fund
LCAOX Mutual Fund
Lazard Opportunistic Strategies Portfolio Open Shares
LCAOX Mutual Fund Overview
LCAOX Mutual Fund (Lazard Opportunistic Strategies Portfolio Open Shares) is managed by Lazard Asset Management with $90,000 in net assets. LCAOX expense ratio is 1.46%, holding 19 positions across sectors including Unknown, Financials, Other. Inception date: 2008-03-31.
LCAOX performance shows a YTD return of 6.74%. The 1-year return is 13.61% and the 5-year return is 5.34%. LCAOX dividend yield stands at 12.56%, paid annually.
LCAOX top holdings include Lazard Govt Mny Mmkt Ins (19.1%), Ishares 20+ Year (12.3%), Vanguard S&p 500 Value ETF (11.9%), Vanguard S&p 500 Growth ETF (11.7%), Vanguard Index Funds S&p 500 Etf Shs (9.0%). View all LCAOX holdings, sector breakdown, or dividend history.
LCAOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.