RLUEX Mutual Fund
RLUEX Mutual Fund
Lazard US Equity Concentrated Portfolio R6 Shs
RLUEX Mutual Fund Overview
RLUEX Mutual Fund (Lazard US Equity Concentrated Portfolio R6 Shs) is managed by Lazard Asset Management with $2.2M in net assets. RLUEX expense ratio is 0.75%, holding 21 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2016-11-15.
RLUEX performance shows a YTD return of -5.56%. The 1-year return is 20.20% and the 5-year return is 7.34%.
RLUEX top holdings include Marvell Technology Group Ltd (11.7%), Digitalocean Holdings Inc (9.2%), Amazon.Com Inc (9.1%), Microsoft Corp 4.100 Feb 06 37 (7.1%), Floor & Decor-A (6.8%). View all RLUEX holdings, sector breakdown, or dividend history.
RLUEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RLUEX alternatives are available via the screener, along with tax-loss harvesting opportunities.