Lazard Opportunistic Strategies Portfolio (LCAIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LCAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LCAIX
LCAIX charges 1.02% annually. There are 20 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | LCAIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | LCAIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | LCAIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | LCAIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | LCAIX vs GPIFX |
Best Risk-Adjusted Alternatives to LCAIX
LCAIX has a PortfoliosLab risk / return rank of 50. There are 52 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | LCAIX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | LCAIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | LCAIX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | LCAIX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | LCAIX vs CRDBX |
Top Performing LCAIX Alternatives (YTD)
LCAIX is at 8.28% YTD. There are 41 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | LCAIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | LCAIX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | LCAIX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | LCAIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | LCAIX vs ABRZX |
Lowest Volatility Alternatives to LCAIX
LCAIX has 9.66% 1-year volatility. There are 44 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | LCAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | LCAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | LCAIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | LCAIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | LCAIX vs HFSAX |
Lowest Drawdown Alternatives to LCAIX
LCAIX has a 1-year max drawdown of -7.12%. There are 39 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | LCAIX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | LCAIX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | LCAIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | LCAIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | LCAIX vs HSTRX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 7 categories.
Often Compared With LCAIX
Investors most often compare LCAIX with VOO, SPY, PASAX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | LCAIX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | LCAIX vs SPY | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | LCAIX vs PASAX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | LCAIX vs PDX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | LCAIX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | LCAIX vs PAAIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | LCAIX vs PBAIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | LCAIX vs GTAIX |
Compare LCAIX with Any Fund or Stock
Compare LCAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LCAIX with funds that move differently
Lazard Opportunistic Strategies Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCAIX.
Explore LCAIX Diversifiers