Lazard US Equity Focus Open holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Lazard US Equity Focus Portfolio Open Shares LZUOX
- NAV / 1-Day Return 17.50 / −0.46 %
- Total Assets 76.0M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.32%
- Turnover 31%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LZUOX
Will LZUOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LZUOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LZUOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 7.48 | 5M | Technology |
Microsoft Corp | 6.50 | 5M | Technology |
Alphabet Inc Class A | 6.20 | 4M | Communication Services |
Amazon.com Inc | 6.11 | 4M | Consumer Cyclical |
Intercontinental Exchange Inc | 4.17 | 3M | Financial Services |
Lazard Govt Mny Mmkt Ins Lzixx | 3.95 | 3M | Cash and Equivalents |
Waste Management Inc | 3.60 | 3M | Industrials |
Danaher Corp | 3.34 | 2M | Healthcare |
Analog Devices Inc | 3.32 | 2M | Technology |
Broadcom Inc | 3.32 | 2M | Technology |
United States