— Know what they know.
Not Investment Advice

LZUOX

Lazard US Equity Select Portfolio Open Shares
1W: -1.1% 1M: -0.7% 3M: -0.7% YTD: +7.2% 1Y: -0.6% 3Y: +40.0% 5Y: +28.2%
$18.15
+0.15 (+0.83%)
 
Weekly Expected Move ±1.4%
$18 $18 $18 $18 $18
ETF NASDAQ · AUM $76.1M

Similar ETFs

20 peers by holdings overlap (33 holdings)
JENSX
Jensen Quality Growth Fund Cl J
45.4%
Shared12 holdings
Total26
AUM$2.8B
Price$44.73
PRBLX
Parnassus Core Equity Fund
44.8%
Shared15 holdings
Total38
AUM$24.1B
Price$61.61
BBGLX
Bridge Builder Large Cap Growth
44.3%
Shared31 holdings
Total308
AUM$31.8B
Price$28.15
QGRPX
UBS US Quality Growth At Rsnbl Prc P
40.4%
Shared10 holdings
Total31
AUM$314M
Price$19.70
BUFGX
Buffalo Growth
38.7%
Shared11 holdings
Total38
AUM$175M
Price$39.12
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
38.0%
Shared14 holdings
Total66
AUM$1.4B
Price$32.29
TWCIX
American Century Select Fund Investor Class
37.3%
Shared9 holdings
Total54
AUM$6.8B
Price$139.13
CVTRX
Calamos Growth & Income Fund Class A
37.3%
Shared16 holdings
Total89
AUM$3.5B
Price$59.90
MAIPX
MAI Managed Volatility Fund
37.0%
Shared13 holdings
Total73
AUM$232M
Price$17.89
SWANX
Schwab Core Equity
37.0%
Shared12 holdings
Total58
AUM$1.5B
Price$26.86
SGGAX
DWS Large Cap Focus Growth Fund - Class A
36.9%
Shared9 holdings
Total56
AUM$428M
Price$87.69
ITHAX
The Hartford Capital Appreciation Fund
36.8%
Shared20 holdings
Total136
AUM$6.4B
Price$48.35
SWLSX
Schwab Large-Cap Growth
36.8%
Shared9 holdings
Total55
AUM$674M
Price$48.08
PGWAX
Virtus Silvant Focused Growth Fund CL A
36.7%
Shared7 holdings
Total25
AUM$1.9B
Price$102.61
SHAPX
ClearBridge Appreciation A
36.6%
Shared14 holdings
Total59
AUM$9.7B
Price$37.38
NGUAX
Neuberger Large Cap Growth Fund Investor Class
36.6%
Shared10 holdings
Total49
AUM$2.8B
Price$32.74
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
36.5%
Shared12 holdings
Total86
AUM$194M
Price$65.83
ROGSX
Red Oak Technology Select Fund
36.5%
Shared16 holdings
Total28
AUM$843M
Price$65.74
PRGFX
T. Rowe Price Growth Stock Fund
36.4%
Shared12 holdings
Total67
AUM$90.6B
Price$114.70
TADAX
Transamerica US Growth A
36.0%
Shared9 holdings
Total61
AUM$1.8B
Price$35.40

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
LZUOX $76M 32 47.3% 14.8 4.2 4.4 33.3% 29.6% 1.40% +21.8% +26.0% 65.6 6.8
JENSX $2.8B 26 62.9% 13.6 4.4 4.7 38.9% 34.3% 1.05% +14.9% +34.3% 66.1 6.7
PRBLX $24.1B 38 44.9% 14.3 4.2 4.3 34.5% 30.0% 1.11% +27.3% +31.9% 57.4 6.5
BBGLX $31.8B 308 46.7% 12.2 3.8 3.9 36.3% 31.6% 0.90% +22.9% +43.4% 61.1 6.4
QGRPX $314M 31 64.7% 5.6 1.9 2.3 39.3% 41.9% 0.75% +20.1% +43.6% 67.0 6.7
BUFGX $175M 38 67.1% 10.4 3.3 3.6 37.6% 34.8% 0.45% +18.6% +38.2% 59.7 6.2
AWEIX $1.4B 66 45.0% 14.9 4.4 4.3 34.3% 29.0% 1.33% +19.1% +43.4% 64.5 6.4
TWCIX $6.8B 54 66.1% 9.4 3.1 3.6 39.2% 38.6% 0.54% +22.7% +49.8% 61.6 6.3
CVTRX $3.5B 89 36.2% 11.8 1.9 1.5 17.6% 12.4% 1.07% +25.4% +47.9% 56.4 6.4
MAIPX $232M 73 29.1% 14.7 3.9 3.8 30.1% 25.9% 1.66% +25.4% +38.8% 50.7 6.1
SWANX $1.5B 58 55.9% 14.6 4.5 4.7 36.3% 32.0% 1.24% +17.0% +42.6% 60.0 6.3

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms