LZOEX Mutual Fund Analysis & Holdings | MarketXLS

LZOEX Mutual Fund

NAV$32.27

AUM$1.0B

TER1.32%

Holdings91

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LZOEX Mutual Fund

NAV$32.27

Lazard Emerging Markets Equity Portfolio Open Shares

AUM$1.0B

TER1.32%

Holdings91

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LZOEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LZOEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LZOEX Mutual Fund Overlap Analysis

LZOEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LZOEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, LZOEX may share significant positions with broad-market funds.

LZOEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LZOEX tax-loss harvesting finds highly correlated but non-identical funds.