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Lazard US Equity Concentrated Open LEVOX

Analyst rating as of
NAV / 1-Day Return
18.90  /  0.68 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
9.91 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.32%
Turnover
33%
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Morningstar’s Analysis

Will LEVOX 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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