LZISX Mutual Fund

LZISX Mutual Fund (Lazard Global Small Cap Equity Portfolio Institutional Shares) is managed by Lazard Asset Management with $12.1M in net assets. LZISX expense ratio is 1.03%, holding 73 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 1993-12-01.

LZISX performance shows a YTD return of 19.83%. The 1-year return is 22.46% and the 5-year return is 11.40%. LZISX dividend yield stands at 1.11%, paid annually.

LZISX top holdings include Credo Technology Group Holding Ltd (3.4%), Floor & Decor Holdings, Inc. (3.2%), Digitalocean Holdings Inc (3.0%), First Watch Restaurant Group (2.8%), Restoration Hardware Holdings Inc (2.7%). Go to all LZISX holdings, LZISX sectors, or LZISX dividends.

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