- What are the top holdings of LEVOX?
- A machine-readable holdings disclosure for Lazard US Equity Concentrated Open (LEVOX) 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 LEVOX invest in?
- Lazard US Equity Concentrated Open (LEVOX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LEVOX most exposed to?
- LEVOX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LEVOX a US-only fund?
- The country allocation card on this page shows LEVOX'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 LEVOX invest in?
- The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.
