SUSLX Mutual Fund

SUSLX Mutual Fund

NAV$14.91
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Fund Essentials

Net Assets
-
Expense Ratio
1.00%
Dividend Yield (Current)
0.32%
Holdings
50
Inception Date
Jun 30, 2020
Fund Family
Lazard Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.09%
1 Year+6.84%
3 Year+10.61%
5 Year+10.83%

Asset Allocation

Stocks: 97.21%
Cash: 2.79%
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Dividend Summary

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Dividend Yield (Current)
0.32%
Frequency
Annually
Latest Distribution
$0.23
-

Peer Comparison

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

SUSLX Mutual Fund Overview

SUSLX Mutual Fund (Lazard US Sustainable Equity Portfolio Open Class) is managed by Lazard Asset Management. SUSLX expense ratio is 1.00%, holding 50 positions across various sectors. Inception date: 2020-06-30.

SUSLX performance shows a YTD return of 4.09%. The 1-year return is 6.84% and the 5-year return is 10.83%. SUSLX dividend yield stands at 0.32%, paid annually.

SUSLX top holdings include a diversified portfolio. Go to all SUSLX holdings, SUSLX sectors, or SUSLX dividends.

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