• Lazard US Realty Equity Portfolio

Lazard

  • US
  • Real Estate
  • Recently Viewed
  • 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

Lazard US Realty Equity Portfolio

LREOX

Summary

Price

Last Close

$22.41 ( +0.14 )

52 Week HL

$23.39 - $15.98

Net Assets

Expense Ratio

Sector Allocation

Jun 29, 2021

Top 10 Holdings

Jun 29, 2021

Company Name

Holding

Company Name

  • Total

Holding

  • 0%

Manager

Name

Jay P. Leupp

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

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%

LREOX S&P 500

Chart +