RGSTX Mutual Fund

Fund Essentials

Net Assets
-
Expense Ratio
0.85%
Dividend Yield (Current)
-
Holdings
56
Inception Date
Aug 29, 2014
Fund Family
Lazard Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 97.57%
Cash: 2.43%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 56 holdings for RGSTX
CSV export with sector, industry & share changes
Get CSV

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how RGSTX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

RGSTX Mutual Fund Overview

RGSTX Mutual Fund (Lazard Global Strategic Equity Portfolio R6 Shares) is managed by Lazard Asset Management. RGSTX expense ratio is 0.85%, holding 56 positions across various sectors. Inception date: 2014-08-29.

RGSTX performance shows data across multiple time periods..

RGSTX top holdings include a diversified portfolio. View all RGSTX holdings, sector breakdown, or dividend history.

RGSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RGSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.