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 8.65%. LZUSX dividend yield stands at 13.68%, paid annually.

LZUSX top holdings include Apple, Inc (7.6%), Alphabet Inc,class A (6.9%), Amazon.Com Inc (6.3%), Microsoft Corp (6.0%), Nvidia Corp (4.5%). 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.