Lazard US Equity Concentrated PortfolioLEVOX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$31.7M
Expense ratio
1.05%
1-year return
+18.8%
3 years, a year
+6.7%
5 years, a year
+4.0%
Holdings
21
What it aims to do.
The Portfolio seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AMZN Amazon.com Inc | 8.88% |
| MRVL Marvell Technology Inc | 8.17% |
| AMD Advanced Micro Devices Inc | 7.66% |
| TTWO Take-Two Interactive Software Inc | 6.45% |
| FWRG First Watch Restaurant Group Inc | 5.87% |
| MSFT Microsoft Corp | 5.82% |
| GOOGL Alphabet Inc | 5.46% |
| ICE Intercontinental Exchange Inc | 4.86% |
| NVDA NVIDIA Corp | 4.86% |
| LLY Eli Lilly & Co | 4.64% |
More on LEVOX.
- LEVOX overview
- LEVOX holdings
- LEVOX risk
- LEVOX costs
- LEVOX money in and out
- LEVOX share classes
- Compare LEVOX 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.