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LEVIX
Lazard US Equity Concentrated Portfolio Institutional Shares
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LEVIX Mutual Fund Price & Analysis

The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.

LEVIX Mutual Fund Chart & Stats

$12.30
$0.24(1.99%)
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LEVIX 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 %
Marvell Technology Group
11.00%
Amazon.Com, Inc.
10.75%
Microsoft
7.86%
Digitalocean Holdings, Inc.
6.60%
Coherent Corp.
6.40%
First Watch Restaurant Group, Inc.
5.08%
Meta Platforms, Inc.
5.00%
First American
4.78%
Thor Industries, Inc.
4.77%
Eli Lilly And Company
4.72%
Total66.95%

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