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 204 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	LZUSX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	LZUSX vs VFFSX
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
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	LZUSX vs BKTSX

Best Risk-Adjusted Alternatives to LZUSX

LZUSX has a PortfoliosLab risk / return rank of 42. There are 268 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	LZUSX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	LZUSX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	LZUSX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	LZUSX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	LZUSX vs GTLOX

Top Performing LZUSX Alternatives (YTD)

LZUSX is at 7.86% YTD. There are 319 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	LZUSX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	LZUSX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	LZUSX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	LZUSX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	LZUSX vs RESGX

Lowest Volatility Alternatives to LZUSX

LZUSX has 11.58% 1-year volatility. There are 58 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	LZUSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	LZUSX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	LZUSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	LZUSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	LZUSX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	40	7.85%	—	—	LZUSX vs GLIFX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	94	25.19%	—	Jul 1994	LZUSX vs LZEMX
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Global Equities	39	7.71%	—	Dec 2009	LZUSX vs GLFOX
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	24	11.81%	—	Oct 2005	LZUSX vs LISIX
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	2	-2.40%	—	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	34	9.76%	—	Oct 1991	LZUSX vs LZIEX
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	58	24.74%	—	Nov 1993	LZUSX vs LZISX
RALIX	Lazard Real Assets Portfolio	Global Allocation	82	11.85%	—	Dec 2016	LZUSX vs RALIX
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	41	7.00%	—	Mar 2008	LZUSX vs LCAIX

Often Compared With LZUSX

Investors most often compare LZUSX with VEEE, VEMRX, LADR. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VEEE	Twin Vee Powercats Co.		48	-61.39%	—	—	LZUSX vs VEEE
VEMRX	Vanguard Emerging Markets Index Fund Institutional...	Emerging Markets Equities	45	11.13%	162.80B	Dec 2010	LZUSX vs VEMRX
LADR	Ladder Capital Corp		31	-7.35%	—	—	LZUSX vs LADR
VYM	Vanguard High Dividend Yield ETF	Dividend	83	13.44%	96.10B	Nov 2006	LZUSX vs VYM
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	45	11.07%	162.80B	Jun 2006	LZUSX vs VEMAX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	LZUSX vs VOO
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Diversified	82	25.11%	—	May 2015	LZUSX vs LEAIX
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	1	-1.11%	—	Sep 2017	LZUSX vs LZFIX
LGI	Lazard Global Total Return and Income Fund	Global Allocation	26	11.25%	—	Apr 2004	LZUSX vs LGI
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	42	13.96%	—	May 2001	LZUSX vs LZSIX
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Diversified	88	28.51%	—	Sep 2008	LZUSX vs LDMIX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	61	8.37%	—	—	LZUSX vs SGOIX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	44	9.78%	—	Nov 2019	LZUSX vs FNSTX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	11.83%	35.20B	May 2001	LZUSX vs VITPX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	LZUSX vs YFSIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	54	9.13%	—	Sep 2022	LZUSX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	58	9.88%	—	Mar 2025	LZUSX vs FGJEX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.98%	—	Sep 2018	LZUSX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	7	5.60%	—	Jan 2021	LZUSX vs NWAUX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	85	21.84%	—	Dec 2011	LZUSX vs DHAMX

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