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 197 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 54. There are 181 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	LZUSX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	LZUSX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	LZUSX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	LZUSX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	LZUSX vs RCKSX

Top Performing LZUSX Alternatives (YTD)

LZUSX is at 9.48% YTD. There are 235 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	LZUSX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	LZUSX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	LZUSX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	LZUSX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	LZUSX vs IGIAX

Lowest Volatility Alternatives to LZUSX

LZUSX has 11.81% 1-year volatility. There are 57 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	LZUSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	LZUSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	LZUSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	LZUSX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	LZUSX vs SILVX

Lowest Drawdown Alternatives to LZUSX

LZUSX has a 1-year max drawdown of -10.07%. There are 270 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	LZUSX vs SVPFX
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
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	LZUSX vs AMFEX

Other Mutual Funds from Lazard

The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Infrastructure Equities, Global Equities	35	7.23%	—	—	LZUSX vs GLIFX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Equities	95	25.47%	—	Jul 1994	LZUSX vs LZEMX
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Infrastructure Equities, Global Equities	33	7.09%	—	Dec 2009	LZUSX vs GLFOX
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	31	10.82%	—	Oct 2005	LZUSX vs LISIX
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	—	—	—	Feb 2011	LZUSX vs UMNIX
ICMPX	Lazard International Quality Growth Portfolio	Quality Factor, Foreign Large Cap Equities	5	-1.00%	—	Dec 2018	LZUSX vs ICMPX
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	50	10.40%	—	Oct 1991	LZUSX vs LZIEX
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	44	18.70%	—	Nov 1993	LZUSX vs LZISX
RALIX	Lazard Real Assets Portfolio	Global Allocation	90	13.30%	—	Dec 2016	LZUSX vs RALIX
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	38	5.42%	—	Mar 2008	LZUSX vs LCAIX

Often Compared With LZUSX

Investors most often compare LZUSX with VEMRX, VEEE, LADR. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VEMRX	Vanguard Emerging Markets Index Fund Institutional...	Emerging Markets Equities	40	9.20%	163.30B	Dec 2010	LZUSX vs VEMRX
VEEE	Twin Vee Powercats Co.		40	-81.78%	—	—	LZUSX vs VEEE
LADR	Ladder Capital Corp		34	-7.93%	—	—	LZUSX vs LADR
VYM	Vanguard High Dividend Yield ETF	Dividend	92	14.80%	96.20B	Nov 2006	LZUSX vs VYM
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	40	9.14%	163.30B	Jun 2006	LZUSX vs VEMAX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	LZUSX vs VOO
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Equities	70	20.51%	—	May 2015	LZUSX vs LEAIX
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	4	4.44%	—	Sep 2017	LZUSX vs LZFIX
LGI	Lazard Global Total Return and Income Fund	Global Allocation	30	10.46%	—	Apr 2004	LZUSX vs LGI
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Equities	80	25.13%	—	Sep 2008	LZUSX vs LDMIX
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	65	14.35%	—	May 2001	LZUSX vs LZSIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	LZUSX vs VPMAX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	42	7.18%	—	Sep 2022	LZUSX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	LZUSX vs FNSTX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	77	11.27%	—	—	LZUSX vs SGOIX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	59	10.50%	34.70B	May 2001	LZUSX vs VITPX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	LZUSX vs FGJEX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	LZUSX vs YFSIX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	6.87%	—	Sep 2018	LZUSX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	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.

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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.

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Lazard US Equity Focus Portfolio (LZUSX) Alternatives