LEVIX Mutual Fund

LEVIX Mutual Fund (Lazard US Equity Concentrated Portfolio Institutional Shares) is managed by Lazard Asset Management with $24.1M in net assets. LEVIX expense ratio is 0.80%, holding 21 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2005-09-30.

LEVIX performance shows a YTD return of -5.55%. The 1-year return is 20.45% and the 5-year return is 7.59%.

LEVIX top holdings include Marvell Technology Group Ltd. (11.7%), Digitalocean Holdings Inc (9.2%), Amazon.Com Inc (9.1%), Microsoft Corp (7.1%), Floor & Decor Holdings, Inc. (6.8%). Go to all LEVIX holdings, LEVIX sectors, or LEVIX dividends.

LEVIX can be compared against other funds. Use LEVIX overlap to find shared positions, or LEVIX vs another fund for a side-by-side view. LEVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.