Skip to Content

Lazard US Equity Concentrated Open LEVOX

Analyst rating as of
NAV / 1-Day Return
20.69  /  1.05 %
Total Assets
2.0 Bil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
Above Average
Longest Manager Tenure
10.11 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.28%
Turnover
43%
Premium

Morningstar’s Analysis

Will LEVOX outperform in future?

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

Steady manager, unconstrained approach.

Associate Analyst

Summary

| |

Lazard U.S. Equity Concentrated’s seasoned lead manager and stable support earn its cheaper share classes a Morningstar Analyst Rating of Bronze, while the pricier Open shares are rated Neutral.

Unlock our full analysis with Morningstar Premium