RALOX : Lazard Real Assets and Pricing Opportunities Portfolio Open Shares

RALOX is a Allocation Market Total World with MODERATE fees.

RALOX

Lazard Real Assets and Pricing Opportunities Portfolio Open Shares

FI Score

23 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

23% FI Score
  • ralox
  • Mutual Fund
  • Allocation
  • Total World

Lazard Real Assets and Pricing Opportunities Portfolio Open Shares

Expenses: 1.10% (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 total return consisting of appreciation and income. Under normal market conditions, the portfolio invests at least 80% of its assets in real assets and pricing opportunities investments, including instruments providing exposure to such investments. It may invest in a mix of equity and fixed income securities of U.S. and non-U.S. companies, including emerging markets companies, as well as commodity-linked and other derivative instruments.

Largest Holdings

Amount Holding
13.88% Lazard Real Assets And Pricing
4.71% United States Treasury Bonds 2.5%
2.22% United States Treasury Bonds 2.38%
1.52% CSX Corp
1.51% France (Republic Of) 1.85%
1.46% Ferrovial SA
1.18% Terna SpA
1.16% National Grid PLC
1.13% Union Pacific Corp
1.10% New Zealand(Govt) 3.27%

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