All funds

Lazard US Equity Concentrated Fund B Acc USD

Equity fund

1 year

Region

USA

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The Fund is an all-cap, concentrated fund that seeks long-term capital appreciation. It is benchmark agnostic, seeking to outperform any broad-based US index (i.e., S&P 500 Index, Russell 1000 Index, Russell 3000 Index) by investing in financially productive (e.g., high return on equity, free cash flow, cash flow return on investment) companies across the market capitalization spectrum, employing intensive fundamental analysis and accounting validation to identify investment opportunities. The Fund typically invests in 15–35 companies with market capitalizations generally greater than $350 million.
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Investment horizon

  • Lazard US Equity Concentrated Fund B Acc USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    26 Jun 2025

  • Start date
    18 Jun 2017
  • ISIN
    IE00BDH6RS81

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Amazon.com Inc
    9.7%
  • Marvell Technology Inc
    9.1%
  • Microsoft Corp
    7.9%
  • The Trade Desk Inc Class A
    5.9%
  • Meta Platforms Inc Class A
    4.9%
  • Thor Industries Inc
    4.8%
  • Charles Schwab Corp
    4.7%
  • DigitalOcean Holdings Inc
    4.6%
  • BankUnited Inc
    4.5%
  • Zoetis Inc Class A
    4.4%