SUSLX Mutual Fund

NAV$14.91

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%

Price Chart (6M)

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Top Holdings

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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
See how SUSLX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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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. View all SUSLX holdings, sector breakdown, or dividend history.

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