Lazard Equity Franchise Portfolio Open Shares (LZFOX) Research
The Portfolio primarily invests in equity instruments, notably common stocks, issued by companies based in the United States and abroad, including those within emerging market economies. It strategically targets businesses that the Investment Manager determines possess a powerful "economic franchise," characterized by a demonstrated history of achieving unleveraged returns at or above their cost of capital for extended periods. These investments typically involve securities listed on a national or other officially recognized exchange. The Portfolio is permitted to invest in companies of any market capitalization and is classified as non-diversified.
Market snapshot
- Symbol
- LZFOX
- Price
- $6.60
- Day change
- -0.15%
- Market cap
- $37.6M
- 52-week range
- 6.41-9.83
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Balanced Portfolio Class I-2 (ABLOX)
- Columbia Acorn European Fd Cl A (CAEAX)
- Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX)
- Intl Developed Power Buffer ETF (IMAY)
- Lazard Opportunistic Strategies Portfolio Open Shares (LCAOX)
- Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX)
- Lazard International Equity Select Open Shs (LZESX)
- Lazard International Small Cap Equity Portfolio Open Shares (LZSMX)
Open Lazard Equity Franchise Portfolio Open Shares (LZFOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.