LZSMX Mutual Fund

LZSMX Mutual Fund (Lazard Global Small Cap Equity Portfolio Open Shares) is managed by Lazard Asset Management with $5.7M in net assets. LZSMX expense ratio is 1.28%, holding 83 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 1997-02-13.

LZSMX performance shows a YTD return of 5.63%. The 1-year return is 9.59% and the 5-year return is 2.10%. LZSMX dividend yield stands at 1.00%, paid annually.

LZSMX top holdings include Credo Technology Group Holding Ltd (4.4%), Advanced Energy Industries Inc. (4.1%), Cohu Inc (3.8%), Digitalocean Holdings Inc (3.7%), Onto Innovation Inc (2.4%). 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.