Lazard US Equity Concentrated Fund B Acc USD
Equity fund
1 year
USA
Largest region
High
Risk
Cost
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.
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
05 Jun 2025
- Start date18 Jun 2017
- ISINIE00BDH6RS81
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
- SustainabilityPartial
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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Amazon.com Inc9.1%
- Marvell Technology Inc8.1%
- Microsoft Corp7.1%
- Intercontinental Exchange Inc6.3%
- DigitalOcean Holdings Inc4.8%
- BankUnited Inc4.6%
- Corpay Inc4.5%
- Coherent Corp4.5%
- Charles Schwab Corp4.5%
- Thor Industries Inc4.5%