SUSTX Mutual Fund

SUSTX Mutual Fund

NAV$14.92
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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%
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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

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

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