| Amount | Holding |
|---|---|
| 2.32% | Roche Holding AG Dividend Right Cert. |
| 1.81% | Procter & Gamble Co |
| 1.78% | Johnson & Johnson |
| 1.71% | The Hershey Co |
| 1.64% | Verizon Communications Inc |
| 1.63% | Fortis, Inc. |
| 1.62% | Novartis AG |
| 1.57% | Clorox Co |
| 1.52% | TJX Companies Inc |
| 1.51% | Kimberly-Clark Corp |
| 1.37% | Rogers Communications, Inc. |
| 1.34% | PepsiCo Inc |
| 1.33% | Merck & Co Inc |
| 1.30% | Nike Inc B |
| 1.27% | NTT DOCOMO Inc |
| 1.24% | Lockheed Martin Corp |
| 1.21% | Walmart Inc |
| 1.19% | Aon PLC |
| 1.11% | East Japan Railway Co |
| 1.01% | CSL Ltd |
| 1.01% | Seven & i Holdings Co Ltd |
| 0.95% | Premier Inc Class A |
| 0.91% | Northland Power Inc |
| 0.87% | Bristol-Myers Squibb Company |
| 0.87% | Northrop Grumman Corp |
Expense Ratio Rating
8 /10
Expense Rating
3 /10
Market Score
2 /10
Category Score
5 /10
Market Size
2 /10
$MEVIX Alternatives
38%
FI Score
- mevix
- Mutual Fund
- Allocation
- Total World
Lazard Managed Equity Volatility Portfolio Institutional Shares
Expenses: 0.75% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation fund. See why ยป