LZFIX Mutual Fund

LZFIX Mutual Fund (Lazard Equity Franchise Portfolio Institutional Shares) is managed by Lazard Asset Management with $36.6M in net assets. LZFIX expense ratio is 0.95%, holding 28 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2017-09-29.

LZFIX performance shows a YTD return of 4.88%. The 1-year return is -0.94% and the 5-year return is 4.51%. LZFIX dividend yield stands at 13.28%, paid annually.

LZFIX top holdings include Edenred SE (6.6%), Nexi Spa (6.5%), Fdj United (6.3%), H&R Block, Inc. (6.2%), Brightstar Lottery Plc (6.1%). Go to all LZFIX holdings, LZFIX sectors, or LZFIX dividends.

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