- What does LZUOX invest in?
- This fund typically commits at least 80% of its total assets to equity shares of U.S.-based companies. It also retains the flexibility to invest up to 20% of its holdings in securities of firms located outside the U.S. While its primary emphasis is on large-capitalization companies, the portfolio's allocation across various market capitalizations, including mid-cap and small-cap companies, can adjust based on prevailing market conditions. This is a non-diversified portfolio.
- What is the expense ratio of LZUOX?
- Lazard US Equity Select Portfolio Open Shares (LZUOX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LZUOX?
- Lazard US Equity Select Portfolio Open Shares (LZUOX) manages $74.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is LZUOX actively managed or an index fund?
- LZUOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LZUOX launched?
- Lazard US Equity Select Portfolio Open Shares (LZUOX) launched in January 2005 and is managed by the fund issuer.
- How has LZUOX performed?
- LZUOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
