Lazard US Equity Select Portfolio Open Shares (LZUOX) Research
This fund typically commits at least 80% of its total assets to equity shares of U.S.-based companies. It also retains the flexibility to invest up to 20% of its holdings in securities of firms located outside the U.S. While its primary emphasis is on large-capitalization companies, the portfolio's allocation across various market capitalizations, including mid-cap and small-cap companies, can adjust based on prevailing market conditions. This is a non-diversified portfolio.
Market snapshot
- Symbol
- LZUOX
- Price
- $17.63
- Day change
- +0.80%
- Market cap
- $77.9M
- 52-week range
- 15.46-18.99
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Balanced Portfolio Class I-2 (ABLOX)
- ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX)
- Manning & Napier Fd, Inc. Equity Series Class S (EXEYX)
- Tributary Balanced Fd Instl (FOBAX)
- Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX)
- Edgar Lomax Value Fd (LOMAX)
- Lazard International Equity Select Open Shs (LZESX)
- Lazard International Small Cap Equity Portfolio Open Shares (LZSMX)
Open Lazard US Equity Select Portfolio Open Shares (LZUOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.