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Nasdaq - Delayed Quote USD
Lazard US Sustainable Equity Inst (SUSTX)
14.09
+0.08
+(0.57%)
At close: 8:02:15 PM EDT
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14.01 - YTD Return 2.07%
- Expense Ratio 0.75%
- Category Large Blend
- Last Cap Gain 28.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 13.4M
- Beta (5Y Monthly) 0.92
- Yield 0.55%
- 5y Average Return --
- Holdings Turnover 28.00%
- Last Dividend 0.08
- Inception Date Jun 30, 2020
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. Sustainable Companies. It may invest up to 20% of its assets in securities of non-U.S. companies, including those in emerging markets. Although the fund is classified as "diversified" under the Investment Company Act of 1940, as amended, it may invest in a smaller number of issuers than other, more diversified, investment portfolios.
Lazard
Fund Family
Large Blend
Fund Category
13.4M
Net Assets
2020-06-30
Inception Date
Performance Overview: SUSTX
View MoreTrailing returns as of 3/31/2025. Category is Large Blend.
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Holdings: SUSTX
View MoreSector Weightings
SectorSUSTX
Technology 36.39%
Healthcare 18.51%
Financial Services 17.30%
Industrials 14.76%
Consumer Cyclical 5.24%
Consumer Defensive 2.75%
Basic Materials 2.59%
Real Estate 2.46%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: SUSTX
View MoreResearch Reports: SUSTX
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