LZOEX Mutual Fund

LZOEX Mutual Fund (Lazard Emerging Markets Equity Portfolio Open Shares) is managed by Lazard Asset Management with $1.04B in net assets. LZOEX expense ratio is 1.32%, holding 91 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 1997-01-08.

LZOEX performance shows a YTD return of 25.27%. The 1-year return is 46.12% and the 5-year return is 14.28%. LZOEX dividend yield stands at 1.39%, paid annually.

LZOEX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (5.8%), Sk Hynix (5.5%), Lazard Govt Mny Mmkt Ins (4.3%), Lenovo (3.4%), Mediatek, Inc. (2.6%). Go to all LZOEX holdings, LZOEX sectors, or LZOEX dividends.

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