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Lazard Us Equity Concentrated Portfolio Institutional Shares: (MF: LEVIX)

(NASDAQ Mutual Funds) As of Nov 3, 2025 05:27 PM ET

$12.26 USD

-0.04 (-0.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for LEVIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Lazard US Eq Concentrated Prt Inst LEVIX NA NA 0.00 0.00 0.65 0.86

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Lazard US Equity Value Open LEVOX 12.26 10/4/2005 0.23 -2.68 10.79 7.18
Lazard US Equity Value Inst LEVIX 12.26 10/4/2005 0.48 -2.53 11.02 7.44

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Lazard US Eq Concentrated Prt Inst LEVIX 10000 50 0 A

Contact Information

Family Lazard Funds
Address 30 Rockefeller Plz, 58th Fl
New York, NY 10112
Phone 800 823-6300