Lazard US Equity Focus Portfolio (LZUSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LZUSX
LZUSX charges 0.70% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among LZUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | LZUSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | LZUSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | LZUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | LZUSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | LZUSX vs SSSYX |
Best Risk-Adjusted Alternatives to LZUSX
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 | LZUSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | LZUSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | LZUSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | LZUSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | LZUSX vs DHAMX |
Top Performing LZUSX Alternatives (YTD)
LZUSX 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 | LZUSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | LZUSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | LZUSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | LZUSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | LZUSX vs RCKSX |
Lowest Volatility Alternatives to LZUSX
LZUSX 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 | LZUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | LZUSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | LZUSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | LZUSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | LZUSX vs QUERX |
Lowest Drawdown Alternatives to LZUSX
LZUSX 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 | LZUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | LZUSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | LZUSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | LZUSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | LZUSX vs GQEIX |
Other Mutual Funds from Lazard
Most popular Lazard mutual funds on PortfoliosLab, across asset classes.
Often Compared With LZUSX
What investors most often compare with LZUSX, based on PortfoliosLab usage data.
Compare LZUSX with Any Fund or Stock
Compare LZUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.