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Nasdaq - Delayed Quote USD

Lazard US Equity Focus R6 (RLUSX)

14.84
-0.31
(-2.05%)
As of 8:07:10 AM EDT. Market Open.
Loading Chart for RLUSX
  • Previous Close 15.15
  • YTD Return -3.88%
  • Expense Ratio 0.70%
  • Category Large Blend
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 81.12M
  • Beta (5Y Monthly) 0.91
  • Yield 0.79%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.13
  • Inception Date Dec 30, 2004

Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It may invest up to 20% of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. It is non-diversified.

Lazard

Fund Family

Large Blend

Fund Category

81.12M

Net Assets

2004-12-30

Inception Date

Performance Overview: RLUSX

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Trailing returns as of 4/16/2025. Category is Large Blend.

YTD Return

RLUSX
3.88%
Category
5.31%
 

1-Year Return

RLUSX
2.19%
Category
20.31%
 

3-Year Return

RLUSX
4.56%
Category
6.48%
 

5-Year Return

RLUSX
15.32%
Category
11.78%
 

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Holdings: RLUSX

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Sector Weightings

SectorRLUSX
Technology   28.40%
Industrials   14.39%
Healthcare   12.54%
Energy   3.00%
Real Estate   2.62%
Utilities   0.00%

Recent News: RLUSX

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Research Reports: RLUSX

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