Lazard Equity Franchise Portfolio Open Shares

Frequently Asked Questions About LZFOX

What are the top holdings of LZFOX?

A machine-readable holdings disclosure for Lazard Equity Franchise Portfolio Open Shares (LZFOX) 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 LZFOX invest in?

Lazard Equity Franchise Portfolio Open Shares (LZFOX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is LZFOX most exposed to?

LZFOX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is LZFOX a US-only fund?

The country allocation card on this page shows LZFOX'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 LZFOX invest in?

The Portfolio primarily invests in equity instruments, notably common stocks, issued by companies based in the United States and abroad, including those within emerging market economies. It strategically targets businesses that the Investment Manager determines possess a powerful "economic franchise," characterized by a demonstrated history of achieving unleveraged returns at or above their cost of capital for extended periods. These investments typically involve securities listed on a national or other officially recognized exchange. The Portfolio is permitted to invest in companies of any market capitalization and is classified as non-diversified.