LZUSX : Lazard US Equity Focus Portfolio Institutional Shares

LZUSX is a US Stocks Market Large Blend with MODERATE fees.

LZUSX

Lazard US Equity Focus Portfolio Institutional Shares

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

37% FI Score
  • lzusx
  • Mutual Fund
  • US Stocks
  • Large Blend

Lazard US Equity Focus Portfolio Institutional Shares

Expenses: 0.75% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It may invest up to 20% of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies.

Largest Holdings

Amount Holding
6.89% Johnson & Johnson
6.72% Alphabet Inc A
6.03% Microsoft Corp
5.14% McDonald's Corp
5.02% Intercontinental Exchange Inc
5.02% Medtronic PLC
5.01% Danaher Corp
4.84% Apple Inc
4.67% Procter & Gamble Co
4.57% Visa Inc Class A
4.51% Coca-Cola Co
4.39% Analog Devices Inc
4.25% Norfolk Southern Corp
4.24% Honeywell International Inc
4.02% Lowe's Companies Inc
3.52% Cisco Systems Inc
3.34% Aon PLC
3.20% Ross Stores Inc
2.05% Bank of America Corp
2.01% PNC Financial Services Group Inc
1.55% Commerce Bancshares Inc
1.52% Electronic Arts Inc
1.47% ConocoPhillips
1.40% IQVIA Holdings Inc
1.24% Starbucks Corp

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