- What are the top holdings of RLUEX?
- A machine-readable holdings disclosure for Lazard US Equity Concentrated Portfolio (RLUEX) 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 RLUEX invest in?
- Lazard US Equity Concentrated Portfolio (RLUEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is RLUEX most exposed to?
- RLUEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is RLUEX a US-only fund?
- The country allocation card on this page shows RLUEX'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 RLUEX invest in?
- The Lazard US Equity Concentrated Portfolio is primarily designed to acquire common stock in American companies. While it has the latitude to invest in firms across the entire spectrum of market capitalizations, its concentrated holdings typically consist of 15 to 35 enterprises, generally favoring those with market valuations exceeding $350 million. The portfolio's main objective is to achieve returns superior to prominent market benchmarks, such as the S&P 500®, Russell 1000®, and Russell 3000® Indices. Under regular operating conditions, a minimum of 80% of its capital is allocated to equity investments in U.S.-based companies. This fund is characterized as non-diversified.
