Lazard US Equity Concentrated Portfolio Open Shares (LEVOX)
The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.
$975.55M
Oct 03, 2005
15.38
$0.65
0.00
0.00
19.33%
0.00%
0.00
0.00
0.00
0.00
0.00%
0.00%
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