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Lazard Us Equity Concentrated Portfolio Open Shares (LEVOX)

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10.06 -0.02    -0.20%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Lazard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 15.14M
Lazard US Equity Concentrated Open 10.06 -0.02 -0.20%

Lazard Us Equity Concentrated Portfolio Open Shares Overview

 
Find basic information about the Lazard Us Equity Concentrated Portfolio Open Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LEVOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US52106N5749)
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Rating
1-Year Change - 31.05%
Prev. Close10.08
Risk Rating
TTM Yield0.86%
ROE16.02%
IssuerLazard
Turnover67%
ROA5.58%
Inception Date38625
Total Assets15.14M
Expenses1.19%
Min. Investment2,500
Market Cap55.13B
CategoryLarge Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1133 1102 1259 1140 1502 2521
Fund Return 13.32% 10.16% 25.86% 4.46% 8.48% 9.69%
Place in category 1343 27 1292 1271 1175 826
% in Category 93 3 90 99 99 92

Top Equity Funds by Lazard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Lazard Global Listed Infrastructur 8.53B 6.54 7.23 8.71
  Lazard International Strategic Eq I 2.98B 1.70 -1.33 3.79
  Lazard Emerging Markets Equity Inst 3B 11.53 4.95 2.87
  Lazard International Equity Instl 830.37M 8.71 1.82 4.24
  Lazard Emerging Markets Equity Open 279.2M 11.32 4.67 2.60

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Marvell US5738741041 13.90 90.11 -3.26%
  Amazon.com US0231351067 8.53 205.73 -1.02%
  Broadcom US11135F1012 6.59 159.67 -3.08%
  Lantheus Holdings Inc US5165441032 5.99 90.27 +0.83%
  DigitalOcean Holdings US25402D1028 5.47 37.88 -2.14%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Sell
Technical Indicators Strong Buy Strong Buy Strong Sell
Summary Strong Buy Strong Buy Strong Sell
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