LZOEX Mutual Fund

LZOEX Mutual Fund (Lazard Emerging Markets Equity Portfolio Open Shares) is managed by Lazard Asset Management with $1.04B in net assets. LZOEX expense ratio is 1.32%, holding 89 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 1997-01-08.

LZOEX performance shows a YTD return of 29.31%. The 1-year return is 47.22% and the 5-year return is 14.40%. LZOEX dividend yield stands at 1.43%, paid annually.

LZOEX top holdings include Tsmc (5.8%), Sk Hynix Inc Common Stock KRW 5000 (5.5%), Lazard Govt Mny Mmkt Ins (4.3%), Lenovo Group Ltd (3.4%), MediaTek Inc ORD TWD10 (2.6%). Go to all LZOEX holdings, LZOEX sectors, or LZOEX dividends.

LZOEX can be compared against other funds. Use LZOEX overlap to find shared positions, or LZOEX vs another fund for a side-by-side view. LZOEX alternatives are available via the screener, along with tax-loss harvesting opportunities.