LZUOX Mutual Fund

LZUOX Mutual Fund (Lazard US Equity Focus Portfolio Open Class) is managed by Lazard Asset Management with $2.0M in net assets. LZUOX expense ratio is 0.95%, holding 33 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2004-12-30.

LZUOX performance shows a YTD return of 9.17%. The 1-year return is 18.61% and the 5-year return is 8.16%. LZUOX dividend yield stands at 11.13%, paid annually.

LZUOX top holdings include Apple, Inc (7.5%), Microsoft Corp (6.5%), Alphabet Inc Common Stock USD 0.001 (6.2%), Amazon.Com Inc (6.1%), International Exchange, Inc. (4.2%). Go to all LZUOX holdings, LZUOX sectors, or LZUOX dividends.

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