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    Lazard US Equity Concentrated Instl (LEVIX)

    13.58 Up 0.23(1.72%) Aug 27
    Prev Close:13.58
    YTD Return*:6.71%
    Net Assets*:630.20M
    Yield*:0.59%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for LEVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAP10.24N/A
    PFE6.56N/A
    ZTS5.85N/A
    EMC5.82N/A
    K5.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:630.2M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.81%

    Performance & Risk

    YTD Return:6.71%
    5y Avg Return:16.56%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.3%
    Beta (3y):0.95
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. It seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. The fund is non-diversified. View More
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