Lazard Real Assets PortfolioRALYX

MUTUAL FUNDLazard
Type
Mutual fund
Peer group
Alternative
Net assets
$6.3M
Expense ratio
0.78%
1-year return
+19.2%
3 years, a year
+12.0%
5 years, a year
—
Holdings
190

What it aims to do.

The Portfolio seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
JOBY Lazard Govt Mny Mmkt Ins10.72%
State Street Global Advisors8.24%
JOBY Goldman Sachs International4.03%
PLD Prologis Inc2.17%
WELL Welltower Inc1.74%
CCI Crown Castle Inc1.65%
AMT American Tower Corp1.59%
SPG Simon Property Group Inc1.38%
SBAC SBA Communications Corp1.34%
AEE Ameren Corp1.26%

More on RALYX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.