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Fund Intelligence | Best Managers | LEVIX Insights | LEVIX Score | LEVIX Performance | LEVIX News | LEVIX Allocation | LEVIX Holdings Change
Fund Intelligence | Best Managers | LEVIX Insights | LEVIX Score | LEVIX Performance | LEVIX News | LEVIX Allocation | LEVIX Holdings Change
Lazard US Equity Concentrated Instl (LEVIX) Fund Ranking and Research
Ranking, Research and Recommendation of Lazard US Equity Concentrated Instl (LEVIX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Martin H. Flood
Fund Manager Information
Fund Manager Tenure: 8.7 yearsSimilar Funds: LEVOX
Fund Family: Lazard
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86) (What does this score mean?)
Lazard US Equity Concentrated Instl Fund (LEVIX) Profile
Fund Profile and Description
Lazard US Equity Concentrated Instl Fund seeks long-term capital appreciation. Lazard US Equity Concentrated Instl Fund invests primarily in equities of large U.S. companies with market capitalization generally in the range of companies included in the Russell 1000 Value index. It normally invests at least 80% of assets in equities of U.S. companies. Lazard US Equity Concentrated Instl Fund may invest up to 10% of assets in non-U.S. equities that trade in U.S. markets. It may engage, to a limited extent, in various investment techniques, such as lending portfolio securities.
What we like about Lazard US Equity Concentrated Instl (LEVIX) Fund
Data for Lazard US Equity Concentrated Instl Fund (LEVIX) as of May 30, 2016
- Lazard US Equity Concentrated Instl Fund (LEVIX) management has been with Lazard US Equity Concentrated Instl Fund for 8.7 years
- Lazard US Equity Concentrated Instl Fund (LEVIX) has good short-term performance (1-year return 4.27% vs -1.15% Large Blend category median performance)
- Lazard US Equity Concentrated Instl Fund (LEVIX) has good mid-term performance (3-year return 13.56% vs 9.43% Large Blend category median performance)
- Lazard US Equity Concentrated Instl Fund (LEVIX) has good Long-term performance (5-year return 12.63% vs 10.15% Large Blend category median performance)
- Lazard US Equity Concentrated Instl Fund (LEVIX) ratio of up-years vs down years is greater than 2
- Lazard US Equity Concentrated Instl Fund (LEVIX) has a Morningstar rating of 4 and above
- Asset base in Lazard US Equity Concentrated Instl Fund (LEVIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Lazard US Equity Concentrated Instl Fund (LEVIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.97, lower than category average of 11.67
- Lazard US Equity Concentrated Instl Fund (LEVIX) has a lower expense ratio than its Large Blend average: 0.79% vs 1.02%
- Lazard US Equity Concentrated Instl Fund (LEVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Lazard US Equity Concentrated Instl (LEVIX) Fund
Data for Lazard US Equity Concentrated Instl Fund (LEVIX) as of May 30, 2016
- Lazard US Equity Concentrated Instl Fund (LEVIX) has an annual stock turnover rate of 74.00% that is higher than the Large Blend average of 53.12%. This could mean Lazard US Equity Concentrated Instl is more nimble, but also signal potential high tax impact and high trading fees
What do you think?
Compare with other top Large Blend category mutual funds
Aadditional top Large Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Lazard US Equity Concentrated Instl | 2.60 | 4.27 | 13.56 | 12.63 | |
Bright Rock Quality Large Cap Instl (BQLCX) | 7.75 | 5.98 | 10.46 | 11.67 | Compare |
Fidelity Spartan Total Market Index F (FFSMX) | 3.37 | 0.14 | 10.45 | 11.10 | Compare |
Voya Russell Large Cap Index Port S2 (IRLUX) | 2.55 | 1.29 | 10.39 | 11.09 | Compare |
See top fund managers for Large Blend Category Funds
Compare with Large Blend category ETFs
Some Large Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Guggenheim Russell Top 50 Mega Cap ETF (XLG) | 3.23% | 4.23% | 10.80% | ProShares Large Cap Core Plus (CSM) | 4.27% | 2.27% | 11.72% | iShares Russell Top 200 (IWL) | 2.28% | 1.75% | 11.00% | Vanguard Mega Cap ETF (MGC) | 3.22% | 1.57% | 10.85% | iShares Core S&P 500 (IVV) | 3.54% | 1.57% | 10.97% |
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Lazard US Equity Concentrated Instl (LEVIX) Fund Net Asset
Track net asset change of Lazard US Equity Concentrated Instl fund (LEVIX)
Date | Net Asset |
05/2016 | $1.08B |
03/2016 | $1.01B |
02/2016 | $919.52M |
Lazard US Equity Concentrated Instl (LEVIX) Fund Portfolio Allocation
Track portfolio allocation change of Lazard US Equity Concentrated Instl fund (LEVIX)
Date | Cash | Stock | Bond | Other |
03/2016 | 6.9% | 93.1% | 0% | 0% |
12/2015 | 7.79% | 92.21% | 0% | 0% |
09/2015 | 9.66% | 90.34% | 0% | 0% |
Top 10 Holdings in Lazard US Equity Concentrated Instl (LEVIX) Fund
Discover what Lazard US Equity Concentrated Instl Fund (LEVIX) manager is buying
Click here for Stock Holding Change Map in Lazard US Equity Concentrated Instl Fund (LEVIX)
Latest News on Lazard US Equity Concentrated Instl (LEVIX) Fund
See what is happening with Lazard US Equity Concentrated Instl Fund (LEVIX)
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See more information on Lazard US Equity Concentrated Instl (LEVIX) Fund
Popular pages on Lazard US Equity Concentrated Instl (LEVIX) Fund
- Lazard US Equity Concentrated Instl (LEVIX) Fund Research and Recommendation
- Lazard US Equity Concentrated Instl (LEVIX) Fund Performance Data
- Lazard US Equity Concentrated Instl (LEVIX) Fund Manager Information
- Historic Lazard US Equity Concentrated Instl (LEVIX) Fund Asset Allocation Report
- Historic Lazard US Equity Concentrated Instl (LEVIX) Fund Top 10 Holding Tracking
- Historic Lazard US Equity Concentrated Instl (LEVIX) Fund Asset Under Management Tracking