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 39. There are 57 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | LCAIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | LCAIX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | LCAIX vs MOJOX | |
| AQR Diversifying Strategies Fund Class N | 92 | — | Jun 2020 | LCAIX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | 92 | — | Jun 2009 | LCAIX vs ABRYX |
Top Performing LCAIX Alternatives (YTD)
LCAIX is at 6.02% YTD. There are 51 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 46.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 46.52% | — | Sep 2019 | LCAIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.02% | — | Dec 2016 | LCAIX vs MOJOX | |
| Teberg Fund | 25.36% | — | Mar 2002 | LCAIX vs TEBRX | |
| Quantified STF Fund | 20.67% | — | Nov 2015 | LCAIX vs QSTFX | |
| Potomac Defensive Bull Fund | 20.62% | — | Jun 2020 | LCAIX vs CRDBX |
Lowest Volatility Alternatives to LCAIX
LCAIX has 10.47% 1-year volatility. There are 44 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | LCAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | LCAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | LCAIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | LCAIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | LCAIX vs SFHYX |
Lowest Drawdown Alternatives to LCAIX
LCAIX has a 1-year max drawdown of -7.12%. There are 38 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 | |
| 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 | -2.48% | — | Sep 2002 | LCAIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | LCAIX vs ASTIX |
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, ABRZX, SPY. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
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