SUSRX Mutual Fund

TER0.70%

Holdings50

SUSRX Mutual Fund

Lazard US Sustainable Equity Portfolio Class R6

TER0.70%

Holdings50

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

0.70%

Dividend Yield (Current)

Holdings

Inception Date

Jun 30, 2020

Fund Family

Lazard Asset Management

Investment Style

PRO

Asset Class

PRO

Legal Structure

PRO

Performance

Asset Allocation

Stocks: 97.21%

Cash: 2.79%

Price Chart (6M)

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Top Holdings

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Ticker	Name	Weight

Download all 50 holdings for SUSRX

CSV export with sector, industry & share changes

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Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

See how SUSRX ranks against its peers

Category rank, peer-average returns and outperformance, updated daily.

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SUSRX Mutual Fund Overview

SUSRX Mutual Fund (Lazard US Sustainable Equity Portfolio Class R6) is managed by Lazard Asset Management. SUSRX expense ratio is 0.70%, holding 50 positions across various sectors. Inception date: 2020-06-30.

SUSRX performance shows data across multiple time periods..

SUSRX top holdings include a diversified portfolio. View all SUSRX holdings, sector breakdown, or dividend history.

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