LZCOX Mutual Fund
LZCOX Mutual Fund
LZCOX Mutual Fund
Lazard US Small-Mid Cap Equity Portfolio Open Shares
LZCOX Mutual Fund Overview
LZCOX Mutual Fund (Lazard US Small-Mid Cap Equity Portfolio Open Shares) is managed by Lazard Asset Management with $6.8M in net assets. LZCOX expense ratio is 1.20%, holding 72 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1997-01-30.
LZCOX performance shows a YTD return of 16.32%. The 1-year return is 26.24% and the 5-year return is 4.99%. LZCOX dividend yield stands at 1.13%, paid annually.
LZCOX top holdings include Advanced Energy Industries, Inc. (3.2%), Digitalocean Holdings Inc (3.1%), Middleby Corp/the (2.3%), Casella Waste Systems, Inc., Class A (2.2%), Yesway Inc_None_None (2.1%). Go to all LZCOX holdings, LZCOX sectors, or LZCOX dividends.
LZCOX can be compared against other funds. Use LZCOX overlap to find shared positions, or LZCOX vs another fund for a side-by-side view. LZCOX alternatives are available via the screener, along with tax-loss harvesting opportunities.