LGI ETF
Lazard Global Total Return and Income Fund
LGI ETF Overview
LGI ETF (Lazard Global Total Return and Income Fund) is managed by Lazard Asset Management. LGI expense ratio is 1.72%, holding 108 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2004-04-28.
LGI performance shows a YTD return of 6.15%. The 1-year return is 17.61% and the 5-year return is 7.20%. LGI dividend yield stands at 9.75%, paid monthly.
LGI top holdings include Kla Corp (4.7%), Taiwan Semiconductor Manufacturing Co Ltd (4.5%), Lazard Govt Mny Mmkt Ins (4.4%), Asml Holding Nv (4.3%), Apple, Inc (4.1%). Go to all LGI holdings, LGI sectors, or LGI dividends.
LGI can be compared against other funds. Use LGI overlap to find shared positions, or LGI vs another fund for a side-by-side view. LGI alternatives are available via the screener, along with tax-loss harvesting opportunities.