LZSCX Mutual Fund
LZSCX Mutual Fund
NAV$13.26
AUM$30M
TER0.95%
Holdings72
See how much of LZSCX you already own
LZSCX Mutual Fund
NAV$13.26
Lazard US Small-Mid Cap Equity Portfolio Institutional Shares
AUM$30M
TER0.95%
Holdings72
See how much of LZSCX you already own
LZSCX Mutual Fund Overlap Analysis
LZSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LZSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, LZSCX may share significant positions with broad-market funds.
LZSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LZSCX tax-loss harvesting finds highly correlated but non-identical funds.