Lazard US Equity Concentrated Portfolio (LEVIX) Alternatives
Lazard US Equity Concentrated Portfolio (LEVIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LEVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LEVIX
LEVIX charges 0.76% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among LEVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | LEVIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | LEVIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | LEVIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | LEVIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | LEVIX vs SSSYX |
Best Risk-Adjusted Alternatives to LEVIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | LEVIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | LEVIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | LEVIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | LEVIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | LEVIX vs DHAMX |
Top Performing LEVIX Alternatives (YTD)
LEVIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | LEVIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | LEVIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | LEVIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | LEVIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | LEVIX vs RCKSX |
Lowest Volatility Alternatives to LEVIX
LEVIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | LEVIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | LEVIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | LEVIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | LEVIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | LEVIX vs QUERX |
Lowest Drawdown Alternatives to LEVIX
LEVIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | LEVIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | LEVIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | LEVIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | LEVIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | LEVIX vs GQEIX |
Other Mutual Funds from Lazard
Most popular Lazard mutual funds on PortfoliosLab, across asset classes.
Often Compared With LEVIX
What investors most often compare with LEVIX, based on PortfoliosLab usage data.
Compare LEVIX with Any Fund or Stock
Compare LEVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.