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LUSIX
Lazard US Systematic Small Cap Equity Portfolio Institutional Shares

LUSIX Mutual Fund Price & Analysis

LUSIX is a mutual fund that focuses on investing in small-cap companies in the United States. It is managed by Lazard Asset Management, a global investment firm known for its systematic approach to investing. The fund aims to provide long-term capital appreciation by selecting small-cap stocks with strong growth potential and sound financials. As an institutional share class, LUSIX is designed for larger investors and may have lower fees compared to other share classes. This fund offers a diversified portfolio of small-cap stocks, providing investors with exposure to this segment of the market.

LUSIX Mutual Fund Chart & Stats

Previous Close$10.79
Sub-CategorySmall Cap
Total Liabilities99.59K
Expense Ratio0.97%
Holding Count435
Brandlazard funds inc
0.04 (0.34%)
CategoryEquity
Total Assets41.49M
Shares OutstandingN/A
52-Week Range$8.38 - $10.80

LUSIX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Builders Firstsource
1.02%
USD_CASH
Celestica Inc
0.94%
Medpace Holdings Inc
0.93%
USD_CASH
State Street Global Advisors
0.92%
Super Micro Computer
0.86%
ADMA Biologics Inc
0.74%
Allison Transmission
0.67%
IES Holdings, Inc.
0.63%
Boise Cascade Company
0.57%
Samsara, Inc. Class A
0.56%
Total7.83%

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