MEVOX : Lazard Managed Equity Volatility Portfolio Open Shares

MEVOX is a Allocation Market Total World with MODERATE fees.

MEVOX

Lazard Managed Equity Volatility Portfolio Open Shares

FI Score

27 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

27% FI Score
  • mevox
  • Mutual Fund
  • Allocation
  • Total World

Lazard Managed Equity Volatility Portfolio Open Shares

Expenses: 1.03% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation 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. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies. In managing the Portfolio, the Investment Manager utilizes a quantitatively driven, bottom up stock selection process.

Largest Holdings

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

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