- What are the top holdings of LEOOX?
- A machine-readable holdings disclosure for Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does LEOOX invest in?
- Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LEOOX most exposed to?
- LEOOX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LEOOX a US-only fund?
- The country allocation card on this page shows LEOOX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LEOOX invest in?
- The primary objectives of this investment are to generate ongoing income and foster significant capital growth over an extended timeframe. To accomplish these aims across various market conditions, the fund implements a hedged investment methodology, predominantly allocating assets to convertible debt instruments and preferred equities, which may encompass those rated below investment grade, often referred to as 'junk bonds'. While the portfolio generally prioritizes businesses domiciled in the United States, it retains the flexibility to invest in non-U.S. entities, including through mechanisms like depositary receipts and direct stock ownership. Notably, this fund operates as a non-diversified vehicle.
