RLIEX Mutual Fund

RLIEX Mutual Fund

NAV$20.63
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Fund Essentials - as of Mar 31, 2026

Net Assets
$113M
Expense Ratio
0.80%
Dividend Yield (Current)
10.49%
Holdings
78
Inception Date
Apr 1, 2015
Fund Family
Lazard Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.37%
1 Year+21.51%
3 Year+15.86%
5 Year+8.79%
10 Year+8.04%

Asset Allocation

Stocks: 94.57%
Cash: 5.43%
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Top Holdings

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TickerNameWeight
LZIXXLazard Govt Mny Mmkt Ins5.44%
ENGIE:PAEngie Sa2.73%
AZN:LNAstraZeneca PLC2.39%
ORANOrange SA2.37%
ULVR:LNUlvr Ln Unilever Plc2.30%
Top 10 Concentration: 25.37%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.49%
Frequency
Annually
Latest Distribution
$3.07
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RLIEX Mutual Fund Overview

RLIEX Mutual Fund (Lazard International Equity Portfolio R6 Shs) is managed by Lazard Asset Management with $113.5M in net assets. RLIEX expense ratio is 0.80%, holding 78 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-04-01.

RLIEX performance shows a YTD return of 10.37%. The 1-year return is 21.51% and the 5-year return is 8.79%. RLIEX dividend yield stands at 10.49%, paid annually.

RLIEX top holdings include Lazard Govt Mny Mmkt Ins (5.4%), Engie Sa (2.7%), AstraZeneca PLC (2.4%), Orange SA (2.4%), Ulvr Ln Unilever Plc (2.3%). Go to all RLIEX holdings, RLIEX sectors, or RLIEX dividends.

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