LCAIX Mutual Fund
LCAIX Mutual Fund
Lazard Opportunistic Strategies Portfolio Institutional Shares
LCAIX Mutual Fund Overview
LCAIX Mutual Fund (Lazard Opportunistic Strategies Portfolio Institutional Shares) is managed by Lazard Asset Management with $23.9M in net assets. LCAIX expense ratio is 1.21%, holding 19 positions across sectors including Unknown, Financials, Other. Inception date: 2008-03-26.
LCAIX performance shows a YTD return of 6.88%. The 1-year return is 13.89% and the 5-year return is 6.12%. LCAIX dividend yield stands at 12.71%, paid annually.
LCAIX 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 LCAIX holdings, sector breakdown, or dividend history.
LCAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.