LZFOX : Lazard Equity Franchise Portfolio Open Shares

LZFOX is a US Stocks Market Large Value with HIGH fees.

LZFOX

Lazard Equity Franchise Portfolio Open Shares

FI Score

23 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

23% FI Score
  • lzfox
  • Mutual Fund
  • US Stocks
  • Large Value

Lazard Equity Franchise Portfolio Open Shares

Expenses: 1.18% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return consisting of appreciation and income. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an "economic franchise," meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.

Largest Holdings

Amount Holding
6.30% Fresenius Medical Care AG & Co. KGaA
5.82% Stericycle Inc
5.72% Ses Receipt
5.35% H&R Block Inc
4.94% Cognizant Technology Solutions Corp A
4.78% Nielsen Holdings PLC
4.34% Ferrovial SA
4.26% Booking Holdings Inc
4.20% CVS Health Corp
4.16% International Game Technology PLC
4.05% Omnicom Group Inc
4.03% Cisco Systems Inc
3.89% Oracle Corp
3.63% Tapestry Inc
3.41% Mednax Inc
3.40% Henry Schein Inc
3.24% Medtronic PLC
3.22% Lowe's Companies Inc
3.17% Union Pacific Corp
3.01% Norfolk Southern Corp
2.99% CSX Corp
2.82% Anheuser-Busch InBev SA/NV ADR
2.63% IPG Photonics Corp
2.02% Bureau Veritas SA
1.94% Atlantia SpA

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