LEVIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Lazard US Equity Concentrated Instl (LEVIX) Ownership - Who owns Lazard US Equity Concentrated Instl?

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

LEVIX

Net Assets

42.4M

Fund Existence

over 19 years

Turnover

81.00

Total Expense Ratio

0.76

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

89.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

32.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

21.00

Number of Net Holdings

21.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

63.36%

Gain YTD

-20.205

Annual Yield % from dividends

0.51

Returns for 1 year

-62.63

Returns for 3 years

-82.17

Returns for 5 years

-77.94

Returns for 10 years

-77.00

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General Information

Category LargeBlend

Profile

Fundamentals

Details