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Lazard Us Equity Concentrated Portfolio Institutional Shares (LEVIX)

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9.64 -0.10    -1.03%
04/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 62.48M
Type:  Fund
Market:  United States
Issuer:  Lazard
Asset Class:  Equity
Lazard US Equity Concentrated Instl 9.64 -0.10 -1.03%

LEVIX Overview

 
Find basic information about the Lazard Us Equity Concentrated Portfolio Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LEVIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 29.68%
Prev. Close9.74
Risk Rating
TTM Yield1.14%
ROE16.02%
IssuerLazard
Turnover67%
ROA5.58%
Inception Date38625
Total Assets62.48M
Expenses0.94%
Min. Investment10,000
Market Cap55.13B
CategoryLarge Blend
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Lazard Us Equity Concentrated Portfolio Institutional Shares Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1136 1102 1262 1149 1522 2593
Fund Return 13.58% 10.23% 26.16% 4.73% 8.77% 10%
Place in category 1333 21 1278 1267 1170 812
% in Category 92 3 89 98 99 91

Top Equity Funds by Lazard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Lazard Global Listed Infrastructur 8.42B 8.88 9.40 9.21
  Lazard International Strategic Eq I 3.08B 8.04 1.41 4.64
  Lazard Emerging Markets Equity Inst 2.81B 18.52 7.17 3.75
  Lazard International Equity Instl 850.6M 15.85 4.87 4.89
  Lazard Emerging Markets Equity Open 291.17M 18.36 6.89 3.49

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 20.59 10.12 -
  Fidelity 500 Index Institutional Pr 592.67B 22.06 11.90 13.37
  Vanguard 500 Index Admiral 552.77B 22.04 11.87 13.34
  Vanguard Total Stock Market Admiral 401.69B 20.58 10.10 12.77
  Vanguard 500 Index Institutional Se 193.35B 22.07 11.90 -

Top Holdings

Name ISIN Weight % Last Change %
  Marvell US5738741041 13.90 84.38 -0.46%
  Amazon.com US0231351067 8.53 195.78 -1.09%
  Broadcom US11135F1012 6.59 168.55 -0.22%
  Lantheus Holdings Inc US5165441032 5.99 115.45 +6.92%
  DigitalOcean Holdings US25402D1028 5.47 35.33 -13.47%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Sell
Technical Indicators Strong Sell Strong Buy Strong Sell
Summary Strong Sell Neutral Strong Sell
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