LZUSX Mutual Fund

LZUSX Mutual Fund (Lazard US Equity Focus Portfolio Institutional Class) is managed by Lazard Asset Management with $49.2M in net assets. LZUSX expense ratio is 0.70%, holding 33 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2004-12-30.

LZUSX performance shows a YTD return of 9.42%. The 1-year return is 18.95% and the 5-year return is 8.44%. LZUSX dividend yield stands at 11.44%, paid annually.

LZUSX 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 LZUSX holdings, LZUSX sectors, or LZUSX dividends.

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