Lazard US Equity Focus PortfolioLZUOX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$71.2M
Expense ratio
0.95%
1-year return
+13.3%
3 years, a year
+12.3%
5 years, a year
+7.7%
Holdings
33
What it aims to do.
The Portfolio seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc | 7.48% |
| MSFT Microsoft Corp | 6.50% |
| GOOGL Alphabet Inc | 6.20% |
| AMZN Amazon.com Inc | 6.11% |
| ICE Intercontinental Exchange Inc | 4.17% |
| JOBY Lazard Govt Mny Mmkt Ins | 3.95% |
| WM Waste Management Inc | 3.60% |
| DHR Danaher Corp | 3.34% |
| ADI Analog Devices Inc | 3.32% |
| AVGO Broadcom Inc | 3.31% |
More on LZUOX.
- LZUOX overview
- LZUOX holdings
- LZUOX risk
- LZUOX costs
- LZUOX money in and out
- LZUOX share classes
- Compare LZUOX 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.