Lazard US Equity Concentrated Portfolio (LEVIX) Research
The Lazard US Equity Concentrated Portfolio primarily allocates capital to common stocks of U.S.-based companies, spanning all market capitalizations. It maintains a highly focused investment approach, typically holding positions in a select group of 15 to 35 companies. These enterprises generally boast market capitalizations exceeding $350 million. Its investment objective is to achieve performance superior to recognized broad-based equity market benchmarks, such as the S&P 500®, Russell 1000®, and Russell 3000® Indices. During typical market environments, at least 80% of its total assets are committed to U.S. equity securities. Notably, this fund operates as a non-diversified investment vehicle.
Market snapshot
- Symbol
- LEVIX
- Price
- $14.59
- Day change
- +1.97%
- Market cap
- $1.4B
- 52-week range
- 10.53-14.5912
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Artisan Small Cap Fund Inv Shs (ARTSX)
- Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
- Baird Mid Cap Growth Fund - Investor Class (BMDSX)
- Goldman Sachs Mid Cap Growth Fund Class A Shares (GGOAX)
- Lazard US Equity Concentrated Portfolio Open Shares (LEVOX)
- Voya Large-Cap Growth Fund - I (PLCIX)
- Allspring Index Asset Allocation Fund Class A (SFAAX)
- SEI Institutional Managed Trust Large Cap Index Fund Class F (SLGFX)
Open Lazard US Equity Concentrated Portfolio (LEVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.