SUSTX Mutual Fund

NAV$14.92

Fund Essentials

Net Assets
-
Expense Ratio
0.75%
Dividend Yield (Current)
0.56%
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+4.24%
1 Year+7.17%
3 Year+10.88%
5 Year+11.01%

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)
0.56%
Frequency
Annually
Latest Distribution
$0.27
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how SUSTX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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SUSTX Mutual Fund Overview

SUSTX Mutual Fund (Lazard US Sustainable Equity Portfolio Institutional Class) is managed by Lazard Asset Management. SUSTX expense ratio is 0.75%, holding 50 positions across various sectors. Inception date: 2020-06-30.

SUSTX performance shows a YTD return of 4.24%. The 1-year return is 7.17% and the 5-year return is 11.01%. SUSTX dividend yield stands at 0.56%, paid annually.

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

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