LZSCX Mutual Fund
LZSCX Mutual Fund
NAV$14.20
AUM$30M
TER0.95%
Holdings72
LZSCX Mutual Fund
NAV$14.20
Lazard US Small-Mid Cap Equity Portfolio Institutional Shares
AUM$30M
TER0.95%
Holdings72
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.