RLUSX Mutual Fund

RLUSX Mutual Fund (Lazard US Equity Focus Portfolio Class R6) is managed by Lazard Asset Management with $14.4M in net assets. RLUSX expense ratio is 0.70%, holding 33 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-05-19.

RLUSX performance shows a YTD return of 9.41%. The 1-year return is 18.94% and the 5-year return is 8.43%. RLUSX dividend yield stands at 11.43%, paid annually.

RLUSX top holdings include Apple, Inc (7.5%), Microsoft Corp (6.5%), Alphabet Inc Common Stock USD 0.001 (6.2%), Amazon.Com Inc (6.1%), International Exchange, Inc. (4.2%). Go to all RLUSX holdings, RLUSX sectors, or RLUSX dividends.

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