RALIX Mutual Fund

RALIX Mutual Fund (Lazard Real Assets Portfolio Institutional Class) is managed by Lazard Asset Management with $5.5M in net assets. RALIX expense ratio is 0.83%, holding 190 positions across sectors including Real Estate, Utilities, Energy. Inception date: 2016-12-30.

RALIX performance shows a YTD return of 13.23%. The 1-year return is 21.61% and the 5-year return is 7.09%. RALIX dividend yield stands at 8.41%, paid quarterly.

RALIX top holdings include Lazard Govt Mny Mmkt Ins (18.3%), Purchased Usd / Sold Mxn (2.3%), American Tower Corporation (2.2%), Prologis Inc (2.1%), Welltower, Inc. (1.9%). Go to all RALIX holdings, RALIX sectors, or RALIX dividends.

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