The Lazard Funds, Inc. - Lazard US Equity Concentrated Portfolio(NASDAQMUTFUND) LEVIX

Lazard US Equity Concentrated Portfolio focuses on investing in U.S.-based companies, utilizing a concentrated strategy that typically involves 15 to 35 holdings. The portfolio aims to outperform major equity market benchmarks, emphasizing a disciplined approach to capital allocation.

Products and Services

• Investment in common stocks of U.S. companies
• Concentrated portfolio with 15 to 35 holdings
• Focus on companies with market capitalizations over $350 million

Growth Outlook

• Investment strategy targets superior performance against S&P 500® and Russell indices
• Commitment of at least 80% of assets to U.S. equity securities
• Non-diversified approach allows for focused investment in high-potential companies

Financial Highlights

• Market capitalization stands at approximately $1.43 billion
• Stock price has ranged from $10.53 to $14.59 over the past year
• Beta of 1.19 indicates a higher volatility compared to the overall market

The Lazard US Equity Concentrated Portfolio is designed for investors seeking a focused investment strategy in the U.S. equity market. By concentrating on a limited number of high-quality companies, the portfolio aims to deliver superior returns compared to broader market indices. The commitment to U.S. equity securities and a non-diversified approach allows for targeted investments, potentially enhancing performance in favorable market conditions. The recent stock price performance and market capitalization reflect the portfolio's strategic positioning within the asset management industry.