- What are the top holdings of LEVIX?
- Lazard US Equity Concentrated Portfolio holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LEVIX have?
- LEVIX holds — positions as reported by the fund's most recent disclosure.
- What sectors does LEVIX invest in?
- Lazard US Equity Concentrated Portfolio (LEVIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LEVIX most exposed to?
- LEVIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LEVIX a US-only fund?
- The country allocation card on this page shows LEVIX'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 LEVIX invest in?
- The Lazard US Equity Concentrated Portfolio primarily allocates capital to common stocks of U.S.-based companies, spanning all market capitalizations. It maintains a highly focused investment approach, typically holding positions in a select group of 15 to 35 companies. These enterprises generally boast market capitalizations exceeding $350 million. Its investment objective is to achieve performance superior to recognized broad-based equity market benchmarks, such as the S&P 500®, Russell 1000®, and Russell 3000® Indices. During typical market environments, at least 80% of its total assets are committed to U.S. equity securities. Notably, this fund operates as a non-diversified investment vehicle.
