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. (2.7%), Texas Capital Bancshares Inc (2.3%), Wintrust Financial Corp (2.2%), The Toro Co. (2.1%), First American Corporation (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.