LCAIX Mutual Fund
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 $22.8M in net assets. LCAIX expense ratio is 1.21%, holding 20 positions across sectors including Financials. Inception date: 2008-03-26.
LCAIX performance shows a YTD return of 6.19%. The 1-year return is 7.94% and the 5-year return is 6.11%. LCAIX dividend yield stands at 5.45%, paid annually.
LCAIX top holdings include Vanguard S&P 500 ETF (13.2%), Vanguard S&p 500 Growth ETF (12.3%), Vanguard S&p 500 Value ETF (11.7%), Ishares 20+ Year Treasury Bond ETF (10.2%), Invesco Qqq Trus (7.4%). Go to all LCAIX holdings, LCAIX sectors, or LCAIX dividends.
LCAIX can be compared against other funds. Use LCAIX overlap to find shared positions, or LCAIX vs another fund for a side-by-side view. LCAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.