LZSMX Mutual Fund

LZSMX Mutual Fund (Lazard Global Small Cap Equity Portfolio Open Shares) is managed by Lazard Asset Management with $8.4M in net assets. LZSMX expense ratio is 1.28%, holding 78 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 1997-02-13.

LZSMX performance shows a YTD return of 18.44%. The 1-year return is 26.24% and the 5-year return is 4.41%. LZSMX dividend yield stands at 0.91%, paid annually.

LZSMX top holdings include Credo Technology Group Holding Ltd (3.4%), Floor & Decor Holdings, Inc. (3.2%), Digitalocean Holdings Inc (3.0%), First Watch Restaurant Group (2.8%), Rhb Bank Bhd (2.7%). Go to all LZSMX holdings, LZSMX sectors, or LZSMX dividends.

LZSMX can be compared against other funds. Use LZSMX overlap to find shared positions, or LZSMX vs another fund for a side-by-side view. LZSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.