LZUSX Alternatives & Similar Mutual Funds

Lazard US Equity Focus Portfolio (LZUSX) 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 LZUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LZUSX

LZUSX charges 0.70% annually. There are 203 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	LZUSX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	LZUSX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	LZUSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	LZUSX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	LZUSX vs SSSYX

Best Risk-Adjusted Alternatives to LZUSX

LZUSX has a PortfoliosLab risk / return rank of 37. There are 299 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	LZUSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	LZUSX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	LZUSX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	LZUSX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	LZUSX vs IGIAX

Top Performing LZUSX Alternatives (YTD)

LZUSX is at 4.32% YTD. There are 341 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	LZUSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	LZUSX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	LZUSX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	LZUSX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	LZUSX vs FLVCX

Lowest Volatility Alternatives to LZUSX

LZUSX has 11.58% 1-year volatility. There are 56 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	LZUSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	LZUSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	LZUSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	LZUSX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	LZUSX vs FSUVX

Lowest Drawdown Alternatives to LZUSX

LZUSX has a 1-year max drawdown of -10.07%. There are 273 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	LZUSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	LZUSX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	LZUSX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	LZUSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	LZUSX vs QUERX

Other Mutual Funds from Lazard

The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	LZUSX vs GLIFX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	95	25.47%	—	Jul 1994	LZUSX vs LZEMX
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Global Equities	33	8.72%	—	Dec 2009	LZUSX vs GLFOX
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	33	13.95%	—	Oct 2005	LZUSX vs LISIX
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	2	-4.68%	—	Dec 2018	LZUSX vs ICMPX
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	—	—	—	Feb 2011	LZUSX vs UMNIX
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	36	10.24%	—	Oct 1991	LZUSX vs LZIEX
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	75	30.69%	—	Nov 1993	LZUSX vs LZISX
RALIX	Lazard Real Assets Portfolio	Global Allocation	63	10.69%	—	Dec 2016	LZUSX vs RALIX
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Diversified	93	36.53%	—	Sep 2008	LZUSX vs LDMIX

Often Compared With LZUSX

Investors most often compare LZUSX with VEEE, VEMRX, LADR. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VEEE	Twin Vee Powercats Co.		6	-91.22%	—	—	LZUSX vs VEEE
VEMRX	Vanguard Emerging Markets Index Fund Institutional...	Emerging Markets Equities	59	13.80%	162.80B	Dec 2010	LZUSX vs VEMRX
LADR	Ladder Capital Corp		46	-4.60%	—	—	LZUSX vs LADR
VYM	Vanguard High Dividend Yield ETF	Dividend	75	11.51%	96.10B	Nov 2006	LZUSX vs VYM
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	58	13.77%	162.80B	Jun 2006	LZUSX vs VEMAX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	LZUSX vs VOO
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Diversified	91	32.72%	—	May 2015	LZUSX vs LEAIX
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	49	7.40%	—	Mar 2008	LZUSX vs LCAIX
LGI	Lazard Global Total Return and Income Fund	Global Allocation	23	8.78%	—	Apr 2004	LZUSX vs LGI
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	1	-8.61%	—	Sep 2017	LZUSX vs LZFIX
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	45	14.27%	—	May 2001	LZUSX vs LZSIX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	51	7.79%	—	—	LZUSX vs SGOIX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	51	11.33%	—	Nov 2019	LZUSX vs FNSTX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	53	7.79%	—	Sep 2022	LZUSX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.87%	—	Mar 2025	LZUSX vs FGJEX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	4	2.94%	—	Sep 2018	LZUSX vs GQEIX
POGSX	Pin Oak Equity	Large Cap Blend Equities	87	16.85%	—	Aug 1992	LZUSX vs POGSX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	LZUSX vs YFSIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	91	24.16%	—	Dec 2011	LZUSX vs DHAMX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	4	2.66%	—	Jan 2021	LZUSX vs NWAUX

Compare LZUSX with Any Fund or Stock

Compare LZUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair LZUSX with funds that move differently

Lazard US Equity Focus Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZUSX.

Explore LZUSX Diversifiers

Lazard US Equity Focus Portfolio (LZUSX) Alternatives