IEVIX : Lazard International Equity Value Portfolio Institutional Shares

IEVIX is a International Stocks Market Large Value with MODERATE fees.

IEVIX

Lazard International Equity Value Portfolio Institutional Shares

FI Score

25 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

25% FI Score
  • ievix
  • Mutual Fund
  • International Stocks
  • Large Value

Lazard International Equity Value Portfolio Institutional Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The portfolio invests primarily in equity securities, principally common stocks, of non-U.S. companies. Under normal circumstances, the portfolio invests at least 80% of its assets in equity securities. The portfolio may invest in securities of companies across the capitalization spectrum. At times, the portfolio may engage in active and frequent trading, which will increase portfolio turnover. The fund is non-diversified.

Largest Holdings

Amount Holding
5.55% Vodafone Group PLC
5.40% Kangwon Land Inc
5.31% Hitachi Ltd
5.01% Bollore SA
4.94% Arca Continental SAB de CV
4.93% Sanofi SA
4.92% Tesco PLC
4.79% Koninklijke DSM NV
4.59% Sony Corp ADR
4.54% Prudential PLC
4.15% Leonardo SpA
4.07% Coca-Cola HBC AG
4.05% Engie SA
4.02% Nintendo Co Ltd
4.02% Thales
3.93% Volkswagen AG Participating Preferred
3.22% Allianz SE
3.07% Bawag Group AG Ordinary Shares
2.77% SJM Holdings Ltd
2.56% CRH PLC
2.50% Universal Entertainment Corp
2.36% Compass Group PLC
2.21% Suzuki Motor Corp
2.14% Indra Sistemas SA Class A
2.07% Shin-Etsu Chemical Co Ltd

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo