Lazard Opportunistic Strategies Portfolio Open Shares (LCAOX) Research

This fund employs a strategic asset allocation methodology to construct a diverse, global portfolio of investments that exhibit low correlation. It gains exposure to various asset classes, such as stocks, bonds, commodities, and other securities, primarily through underlying investment vehicles. The portfolio's main holdings are exchange-traded funds (ETFs), typically those following a passive, index-tracking approach, but it also invests in actively managed closed-end investment companies.

Market snapshot

Symbol
LCAOX
Price
$10.81
Day change
+1.03%
Market cap
$24.3M
52-week range
9.69-11.53
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Acorn European Fd Cl A (CAEAX)
  • DoubleLine Shiller Enhanced International CAPE - Class N (DLEUX)
  • Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX)
  • Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX)
  • Harbor Convertible Securities Fd Investor Class (HICSX)
  • Intl Developed Power Buffer ETF (IMAY)
  • Lazard Equity Franchise Portfolio Open Shares (LZFOX)
  • Rice Hall James Micro Cap Instl (RHJSX)

Open Lazard Opportunistic Strategies Portfolio Open Shares (LCAOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.