LZSCX Mutual Fund
LZSCX Mutual Fund
LZSCX Mutual Fund
Lazard US Small-Mid Cap Equity Portfolio Institutional Shares
LZSCX Mutual Fund Overview
LZSCX Mutual Fund (Lazard US Small-Mid Cap Equity Portfolio Institutional Shares) is managed by Lazard Asset Management with $30.3M in net assets. LZSCX expense ratio is 0.95%, holding 72 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1991-10-30.
LZSCX performance shows a YTD return of 16.48%. The 1-year return is 26.54% and the 5-year return is 5.25%. LZSCX dividend yield stands at 1.18%, paid annually.
LZSCX top holdings include Advanced Energy Industries, Inc. (3.2%), Digitalocean Holdings Inc (3.1%), Middleby Corp/the (2.3%), Casella Waste Systems, Inc., Class A (2.2%), Yesway Inc-A (2.1%). Go to all LZSCX holdings, LZSCX sectors, or LZSCX dividends.
LZSCX can be compared against other funds. Use LZSCX overlap to find shared positions, or LZSCX vs another fund for a side-by-side view. LZSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.