RALOX Mutual Fund

RALOX Mutual Fund (Lazard Real Assets Portfolio Open Class) is managed by Lazard Asset Management with $250,000 in net assets. RALOX expense ratio is 1.08%, holding 190 positions across sectors including Real Estate, Utilities, Financials. Inception date: 2017-01-09.

RALOX performance shows a YTD return of 13.07%. The 1-year return is 21.35% and the 5-year return is 6.86%. RALOX dividend yield stands at 8.28%, paid quarterly.

RALOX top holdings include Lazard Govt Mny Mmkt Ins (10.7%), State Street Institutional Treasury Plus Money Market Fund (8.2%), Long: Enhg288P Trs USD R E Enhg288P Trs USD R E / Short: Enhg288P Trs USD P F .15000 Enhg288P Trs USD P F .15000 (4.0%), Prologis Inc (2.2%), Welltower, Inc. (1.7%). Go to all RALOX holdings, RALOX sectors, or RALOX dividends.

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