Lazard US Equity Concentrated Portfolio Open Shares (LEVOX) Research
This portfolio is engineered to generate substantial long-term capital appreciation. Its investment strategy centers on acquiring equity securities, predominantly common shares, of U.S.-based enterprises across the entire market capitalization spectrum, though typically favoring those with valuations exceeding $350 million. The fund maintains a highly focused investment roster, generally comprising holdings in 15 to 35 different companies. A core objective is to surpass the performance of widely recognized market indices, including the S&P 500®, Russell 1000®, and Russell 3000® Indices. Under standard operating conditions, the portfolio allocates a minimum of 80% of its assets to American corporate equities. It operates as a non-diversified investment vehicle.
Market snapshot
- Symbol
- LEVOX
- Price
- $15.22
- Day change
- +1.98%
- Market cap
- $1.5B
- 52-week range
- 11-15.2161
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Artisan Focus Fund Investor Shares (ARTTX)
- Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
- Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
- Baird Mid Cap Growth Fund - Investor Class (BMDSX)
- Boston Trust Walden Small Cap Fund (BOSOX)
- Lazard US Equity Concentrated Portfolio (LEVIX)
- 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 Open Shares (LEVOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.