LZFOX Mutual Fund

LZFOX Mutual Fund (Lazard Equity Franchise Portfolio Open Shares) is managed by Lazard Asset Management with $30,000 in net assets. LZFOX expense ratio is 1.20%, holding 28 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2017-09-29.

LZFOX performance shows a YTD return of 4.75%. The 1-year return is -1.20% and the 5-year return is 4.24%. LZFOX dividend yield stands at 13.05%, paid annually.

LZFOX top holdings include H&R Block, Inc. (6.5%), Nexi Spa (6.3%), Fiserv Inc. (6.2%), Omnicom Group Inc. (6.0%), Brightstar Lottery Plc (6.0%). Go to all LZFOX holdings, LZFOX sectors, or LZFOX dividends.

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