Lazard Equity Franchise PortfolioLZFIX
Type
Mutual fund
Peer group
Global equity
Net assets
$37.0M
Expense ratio
0.95%
1-year return
-10.5%
3 years, a year
+0.6%
5 years, a year
+3.4%
Holdings
28
What it aims to do.
The Portfolio seeks total return consisting of appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Edenred SE | 6.60% |
| JOBY Nexi SpA | 6.47% |
| JOBY Fdj United | 6.33% |
| HRB H&R Block Inc | 6.24% |
| JOBY Brightstar Lottery PLC | 6.06% |
| OMC Omnicom Group Inc | 5.88% |
| FISV Fiserv Inc | 5.85% |
| JOBY Bunzl PLC | 4.54% |
| XRAY DENTSPLY SIRONA Inc | 4.00% |
| NICE Nice Ltd | 3.74% |
More on LZFIX.
- LZFIX overview
- LZFIX holdings
- LZFIX risk
- LZFIX costs
- LZFIX money in and out
- LZFIX share classes
- Compare LZFIX 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.