- Lazard US Realty Equity Portfolio
Lazard
- US
- Real Estate
- Recently Viewed
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Symbol Price DPDEX 19.69 DMCCX 9.39 FEKAX 12.87 DMCAX 128.29 BHHEX 23.7 FEKIX 12.41 USLUX 23.63 GVDIX 9.42 SSGMX 8.85 LBTTX 7.98
Summary
Price
Last Close
$22.41 ( +0.14 )
52 Week HL
$23.39 - $15.98
Net Assets
Expense Ratio
Sector Allocation
Jun 29, 2021Top 10 Holdings
Jun 29, 2021Company Name
Holding
Company Name
- Total
Holding
- 0%
Manager
Name
Jay P. Leupp
Leadership
Single Manager
Tenure
2003
Advisor
Documents
Performance
YTD
30.7 %
3 Year
20.18%
5 Year
29.4%
Best
30.69%
2021
Worst
-10.69%
2020
Returns +
Quarterly
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9% | -23.9% | 17.8% | -5.7% | 2.9% | 4.2% | 3.8% | 8.3% | 6.3% | 11.7% | - |
| Q2 | 14.6% | 14.1% | 2.1% | 7.5% | 2.2% | 4.5% | -7.7% | 6.7% | -1.5% | 2% | - |
| Q3 | 3.6% | 2.2% | 4.6% | 1% | -0.9% | -0.8% | 2% | -1% | -2.5% | 1% | - |
| Q4 | - | 2.7% | -9.7% | -7.7% | 3.6% | -2.8% | 6.7% | 9.4% | - | 3.3% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 1.9% | 2.9% | 3.9% | 6.6% | 1.9% | 5.6% | 4.8% | 2.7% | -1.1% | - | - | - |
| 2020 | 0.8% | -7% | -18.7% | 7.3% | 3.5% | 2.8% | 2.1% | 0.8% | -2.7% | -3.2% | 9.9% | -3.5% |
Returns +
Annual
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 13% | 0% |
Alpha
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LREOX | 31% | -11% | 14% | -8% | 8% | 5% | 4% | 25% | 2% | 21% | 9% |
| S&P 500 | - | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 13% | - |
| Alpha | 31% | -26% | -15% | -2% | -11% | -3% | 5% | 12% | -27% | 8% | 9% |