LZSMX Mutual Fund

LZSMX Mutual Fund (Lazard Global Small Cap Equity Portfolio Open Shares) is managed by Lazard Asset Management with $7.7M in net assets. LZSMX expense ratio is 1.28%, holding 73 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 1997-02-13.

LZSMX performance shows a YTD return of 19.57%. The 1-year return is 22.11% and the 5-year return is 3.79%. LZSMX dividend yield stands at 0.90%, 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%), Restoration Hardware Holdings Inc (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.