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Lazard Us Equity Concentrated Portfolio Open Shares (LEVOX)

US Funds

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9.98 +0.10 +1.01%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 15.33M

Type: Fund

Market: United States

Issuer: Lazard

Asset Class: Equity

General
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LEVOX Holdings

Comprehensive information about top holdings and Key Holding Information for the Lazard US Equity Concentrated Open (LEVOX) fund. Our Lazard US Equity Concentrated Open portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.13	2.13	0.00
Stocks	97.87	97.87	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.60	19.91
Price to Book	4.13	3.85
Price to Sales	3.40	2.52
Price to Cash Flow	18.26	14.05
Dividend Yield	0.97	1.57
5 Years Earnings Growth	17.32	11.86

Sector Allocation

Name	Net %	Category Average
Technology	36.05	27.68
Consumer Cyclical	16.76	10.12
Healthcare	16.17	13.32
Financial Services	12.95	14.15
Industrials	10.96	9.82
Real Estate	7.12	2.41

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 24

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Marvell	US5738741041	13.90	92.51	-0.46%
Amazon.com	US0231351067	8.53	197.12	-0.64%
Broadcom	US11135F1012	6.59	164.23	+0.18%
Lantheus Holdings Inc	US5165441032	5.99	90.52	+3.66%
DigitalOcean Holdings	US25402D1028	5.47	39.60	+1.88%
Thor Industries	US8851601018	5.25	112.18	+1.49%
Charles Schwab	US8085131055	4.91	81.26	+0.57%
ICE	US45866F1049	4.87	159.29	+0.59%
Corpay	US2199481068	4.22	379.87	+1.17%
Rockwell Automation	US7739031091	4.05	290.86	+4.51%

Top Equity Funds by Lazard

Name	Total Assets	YTD%	3Y%	10Y%
Lazard Global Listed Infrastructur	8.47B	6.54	7.23	8.71
Lazard International Strategic Eq I	2.96B	1.70	-1.33	3.79
Lazard Emerging Markets Equity Inst	2.99B	11.53	4.95	2.87
Lazard International Equity Instl	824.9M	8.71	1.82	4.24
Lazard Emerging Markets Equity Open	278.66M	11.32	4.67	2.60

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Lazard US Equity .	9.98	+0.10	+1.01%