LZOEX Mutual Fund

LZOEX Mutual Fund (Lazard Emerging Markets Equity Portfolio Open Shares) is managed by Lazard Asset Management with $491.4M in net assets. LZOEX expense ratio is 1.32%, holding 89 positions across sectors including Financials, Communication Services, Energy. Inception date: 1997-01-08.

LZOEX performance shows a YTD return of 19.85%. The 1-year return is 26.43% and the 5-year return is 13.60%. LZOEX dividend yield stands at 1.43%, paid annually.

LZOEX top holdings include Tsmc (5.6%), Sk Hynix Inc Common Stock KRW 5000 (4.3%), NA (3.8%), Lenovo Group Ltd. Shs (2.9%), MediaTek Inc ORD TWD10 (2.9%). 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.