SUSRX Mutual Fund

SUSRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.70%
Dividend Yield (Current)
-
Holdings
50
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%
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Peer Comparison

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

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. Go to all SUSRX holdings, SUSRX sectors, or SUSRX dividends.

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