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 199 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
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	LZUSX vs SWPPX

Best Risk-Adjusted Alternatives to LZUSX

LZUSX has a PortfoliosLab risk / return rank of 41. There are 290 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	15.30B	Dec 2004	LZUSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	LZUSX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	LZUSX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	LZUSX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	LZUSX vs GTLOX

Top Performing LZUSX Alternatives (YTD)

LZUSX is at 5.70% YTD. There are 345 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	LZUSX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	LZUSX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	LZUSX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	LZUSX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	LZUSX vs IGIAX

Lowest Volatility Alternatives to LZUSX

LZUSX has 11.14% 1-year volatility. There are 54 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	LZUSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	LZUSX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	LZUSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	LZUSX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	LZUSX vs FULVX

Lowest Drawdown Alternatives to LZUSX

LZUSX has a 1-year max drawdown of -10.07%. There are 272 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	24	7.33%	—	—	LZUSX vs GLIFX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	96	26.96%	—	Jul 1994	LZUSX vs LZEMX
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Global Equities	23	7.26%	—	Dec 2009	LZUSX vs GLFOX
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	25	11.97%	—	Oct 2005	LZUSX vs LISIX
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	2	-1.64%	—	Dec 2018	LZUSX vs ICMPX
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	29	9.81%	—	Oct 1991	LZUSX vs LZIEX
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	50	0.22%	—	Feb 2011	LZUSX vs UMNIX
RALIX	Lazard Real Assets Portfolio	Global Allocation	76	12.25%	—	Dec 2016	LZUSX vs RALIX
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	61	28.42%	—	Nov 1993	LZUSX vs LZISX
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Diversified	94	35.63%	—	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	-90.20%	—	—	LZUSX vs VEEE
VEMRX	Vanguard Emerging Markets Index Fund Institutional...	Emerging Markets Equities	59	14.01%	159.90B	Dec 2010	LZUSX vs VEMRX
LADR	Ladder Capital Corp		44	-6.83%	—	—	LZUSX vs LADR
VYM	Vanguard High Dividend Yield ETF	Dividend	77	12.47%	94.60B	Nov 2006	LZUSX vs VYM
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	59	13.97%	159.90B	Jun 2006	LZUSX vs VEMAX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	LZUSX vs VOO
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Diversified	92	32.01%	—	May 2015	LZUSX vs LEAIX
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	50	8.28%	—	Mar 2008	LZUSX vs LCAIX
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	1	-5.28%	—	Sep 2017	LZUSX vs LZFIX
LGI	Lazard Global Total Return and Income Fund	Global Allocation	20	8.63%	—	Apr 2004	LZUSX vs LGI
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	35	13.42%	—	May 2001	LZUSX vs LZSIX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	46	10.08%	—	Nov 2019	LZUSX vs FNSTX
POGSX	Pin Oak Equity	Large Cap Blend Equities	83	15.39%	—	Aug 1992	LZUSX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	57	10.73%	—	—	LZUSX vs SGOIX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.66%	—	Mar 2025	LZUSX vs FGJEX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	7	7.72%	—	Sep 2018	LZUSX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	6	7.43%	—	Jan 2021	LZUSX vs NWAUX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	72	11.99%	33.40B	May 2001	LZUSX vs VITPX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	68	10.01%	—	Sep 2022	LZUSX vs FEQHX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	LZUSX vs AFNIX

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.

Explore LZUSX Diversifiers

Lazard US Equity Focus Portfolio (LZUSX) Alternatives