Lazard US Equity Focus PortfolioRLUSX

MUTUAL FUNDLazard
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$71.2M
Expense ratio
0.70%
1-year return
+13.6%
3 years, a year
+12.6%
5 years, a year
+8.0%
Holdings
33

What it aims to do.

The Portfolio seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AAPL Apple Inc7.48%
MSFT Microsoft Corp6.50%
GOOGL Alphabet Inc6.20%
AMZN Amazon.com Inc6.11%
ICE Intercontinental Exchange Inc4.17%
JOBY Lazard Govt Mny Mmkt Ins3.95%
WM Waste Management Inc3.60%
DHR Danaher Corp3.34%
ADI Analog Devices Inc3.32%
AVGO Broadcom Inc3.31%

More on RLUSX.

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