Lazard US Small-Mid Cap Equity Portfolio Open Shares
LZCOX
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- Lazard US Small-Mid Cap Equity Portfolio Open Shares (LZCOX) is an open-ended mutual fund that seeks long-term capital appreciation by investing at least 80% of its assets in equity securities, principally common stocks, of small- and mid-cap U.S. companies; it may allocate up to 20% to securities of larger capitalization companies or non-U.S. stocks. The portfolio maintains a blend investment style with primary exposure to U.S. stocks (97.84% of assets), diversified across sectors including industrials (19.30%), technology (17.18%), financial services (16.28%), healthcare (16.23%), and consumer cyclical (14.78%); top holdings as of recent data include DigitalOcean Holdings Inc., CubeSmart, Coherent Corp., Wintrust Financial Corp., and First Watch Restaurant Group Inc., representing 11.94% of the portfolio. Managed by Lazard Asset Management LLC, a division of Lazard Inc. founded in 1848 and headquartered at 30 Rockefeller Plaza in New York, NY, the fund targets institutional and individual investors in the United States with a minimum initial investment of $2,500, a net expense ratio of 1.20%, and daily pricing. Lazard Asset Management, with approximately $265 billion in assets under management as of September 30, 2025, operates globally from over 20 countries, delivering active equity, fixed-income, and alternative investment strategies to institutional clients, corporations, endowments, and high-net-worth individuals. The LZCOX fund, launched on January 30, 1997, and domiciled in the United States, is part of Lazard's broader mutual fund offerings, which emphasize small-cap equity inefficiencies through fundamental and quantitative approaches. In recent developments, Lazard Asset Management formed a strategic partnership with Elaia Partners in April 2024 to create a leading European technology investment platform supporting companies from seed stage to public markets; its Sustainable Private Infrastructure strategy acquired Collective Energy GmbH in May 2024 to expand renewable energy capabilities. The firm also completed the acquisition of Truvvo Partners to bolster its wealth management services through Lazard Family Office Partners. Portfolio management for LZCOX saw additions of Scott Kolar and Sean Gallagher effective December 4, 2023, alongside existing managers Michael DeBernardis (since 2010) and Martin Flood (since 2014), reflecting ongoing team enhancements amid total net assets of $33.24 million.