Lazard US Small-Mid Cap Equity Portfolio Open Shares (LZCOX) Research
This fund primarily allocates its investments to equity securities, particularly common stocks, issued by small to medium-sized American businesses. The Investment Manager defines these "small-mid cap" companies as those whose market capitalization falls within the range of firms included in the Russell 2500® Index. A substantial portion, at least 80%, of the fund's total assets will be committed to these specific U.S. small- and mid-cap equities. The fund also retains the option to invest up to 20% of its assets in securities from companies of varying sizes (larger or smaller) and geographic locations (U.S. or international).
Market snapshot
- Symbol
- LZCOX
- Price
- $12.15
- Day change
- +2.27%
- Market cap
- $154.2M
- 52-week range
- 9.28-12.15
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Wilshire Large Company Value Portfolio (DTLVX)
- Lazard Emerging Markets Core Equity Portfolio Open Shs (ECEOX)
- Glenmede Strategic Equity Portfolio (GTCEX)
- Hennessy Cornerstone Large Growth Fd Inv Cl (HFLGX)
- Lazard Developing Markets Equity Pft Open Shs (LDMOX)
- Edgar Lomax Value Fd (LOMAX)
- Lazard US Equity Select Portfolio Open Shares (LZUOX)
- Manning & Napier Disciplined Value Series Class S (MDFSX)
Open Lazard US Small-Mid Cap Equity Portfolio Open Shares (LZCOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.