RLSMX Mutual Fund

RLSMX Mutual Fund (Lazard US Small-Mid Cap Equity Portfolio R6 Shs) is managed by Lazard Asset Management with $23,241.54 in net assets. RLSMX expense ratio is 0.90%, holding 72 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-01-08.

RLSMX performance shows a YTD return of 16.50%. The 1-year return is 26.57% and the 5-year return is 5.34%. RLSMX dividend yield stands at 1.22%, paid annually.

RLSMX top holdings include Advanced Energy Industries Inc. (2.7%), Texas Capital Bancshares Inc (2.3%), Wintrust Financial Corp (2.2%), The Toro Co. (2.1%), First American Corporation (2.1%). Go to all RLSMX holdings, RLSMX sectors, or RLSMX dividends.

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