Morningstar

Lazard US Equity Focus Portfolio Institutional Shares LZUSX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 18.03  /  +0.11 %
  • Total Assets 77.0M
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.56%
  • Turnover 31%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LZUSX

Will LZUSX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LZUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LZUSX 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 LZUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard US Equity Focus Instl 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LZUSX

More LZUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.61 6M
Technology

Alphabet Inc Class A

6.88 5M
Communication Services

Amazon.com Inc

6.27 5M
Consumer Cyclical

Microsoft Corp

6.02 5M
Technology

NVIDIA Corp

4.51 3M
Technology

Palo Alto Networks Inc

4.29 3M
Technology

KLA Corp

3.80 3M
Technology

Analog Devices Inc

3.30 3M
Technology

Visa Inc Class A

3.28 3M
Financial Services

Waste Management Inc

3.26 3M
Industrials

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