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Lazard Opportunistic Strategies Instl (LCAIX)
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10.22 - YTD Return 6.36%
- Expense Ratio 1.61%
- Category Tactical Allocation
- Last Cap Gain 16.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 36.6M
- Beta (5Y Monthly) 0.89
- Yield 1.40%
- 5y Average Return --
- Holdings Turnover 134.00%
- Last Dividend 0.15
- Inception Date Mar 31, 2008
The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. The Portfolio invests primarily in exchange-traded open-end management investment companies (“ETFs”), generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.
Lazard
Fund Family
Tactical Allocation
Fund Category
36.6M
Net Assets
2008-03-31
Inception Date
Performance Overview: LCAIX
Trailing returns as of 4/26/2024. Category is Tactical Allocation.
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Holdings: LCAIX
Top 10 Holdings (81.33% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLCAIX
Technology 32.88%
Financial Services 11.92%
Consumer Cyclical 11.05%
Industrials 10.67%
Healthcare 10.26%
Communication Services 7.01%
Consumer Defensive 5.78%
Energy 3.57%
Basic Materials 2.66%
Utilities 2.25%
Real Estate 1.94%
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