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Lazard US Equity Concentrated Instl LEVIX

Analyst rating as of
NAV / 1-Day Return
18.97  /  2.43 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Above Average
Longest Manager Tenure
9.94 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.57%
Turnover
43%
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Morningstar’s Analysis

Will LEVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Associate Director

Summary

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Lazard US Equity Concentrated’s experienced leadership and strong support earn its two cheaper share classes a Morningstar Analyst Rating of Bronze, while its pricier Open shares warrant Neutral.

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