Nasdaq - Delayed Quote • USD
Lazard US Sustainable Equity Inst (SUSTX)
At close: April 26 at 8:00 PM EDT
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14.23 - YTD Return 5.04%
- Expense Ratio 0.75%
- Category Large Blend
- Last Cap Gain 29.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 12.97M
- Beta (5Y Monthly) 0.95
- Yield 0.92%
- 5y Average Return --
- Holdings Turnover 34.00%
- Last Dividend 0.14
- Inception Date Jun 30, 2020
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. Sustainable Companies. It may invest up to 20% of its assets in securities of non-U.S. companies, including those in emerging markets. Although the fund is classified as "diversified" under the Investment Company Act of 1940, as amended, it may invest in a smaller number of issuers than other, more diversified, investment portfolios.
Lazard
Fund Family
Large Blend
Fund Category
12.97M
Net Assets
2020-06-30
Inception Date
Performance Overview: SUSTX
Trailing returns as of 4/26/2024. Category is Large Blend.
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Holdings: SUSTX
Top 10 Holdings (39.54% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSUSTX
Technology 33.94%
Healthcare 21.57%
Industrials 16.09%
Financial Services 14.05%
Consumer Cyclical 6.69%
Consumer Defensive 5.09%
Real Estate 2.39%
Basic Materials 0.17%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
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