Lazard Opportunistic Strategies PortfolioLCAIX
Type
Mutual fund
Peer group
Allocation
Net assets
$22.8M
Expense ratio
1.21%
1-year return
+13.1%
3 years, a year
+10.8%
5 years, a year
+5.2%
Holdings
19
What it aims to do.
The Portfolio seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Lazard Govt Mny Mmkt Ins | 19.10% |
| iShares 20+ Year Treasury Bond ETF | 12.30% |
| Vanguard S&P 500 Value ETF | 11.88% |
| Vanguard S&P 500 Growth ETF | 11.66% |
| Vanguard S&P 500 ETF | 9.04% |
| Invesco QQQ Trust Series 1 | 5.80% |
| iShares 1-3 Year Treasury Bond ETF | 5.32% |
| State Street SPDR EURO STOXX 50 ETF | 4.35% |
| iShares MSCI Japan ETF | 4.11% |
| iShares International Treasury Bond ETF | 4.10% |
More on LCAIX.
- LCAIX overview
- LCAIX holdings
- LCAIX risk
- LCAIX costs
- LCAIX money in and out
- LCAIX share classes
- Compare LCAIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.