← All Mutual Funds

LAZARD FUNDS INC

CIK: 0000874964 Equity
Report date: 2026-05-28
AUM $6M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

52 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AGI Alamos Gold Inc Since 2026-07-07 011532108 Equity (Common)
0.02%
$0.00 31
2 ARE Alexandria Real Estate Equities Inc Since 2026-07-07 015271109 Equity (Common)
0.83%
$0.05 1,126
3 AMH American Homes 4 Rent Since 2026-07-07 02665T306 Equity (Common)
0.21%
$0.01 483
4 APLE Apple Hospitality REIT Inc Since 2026-07-07 03784Y200 Equity (Common)
0.27%
$0.02 1,478
5 BRX Brixmor Property Group Inc Since 2026-07-07 11120U105 Equity (Common)
0.27%
$0.02 599
6 CF CF Industries Holdings Inc Since 2026-07-07 125269100 Equity (Common)
0.14%
$0.01 67
7 CTRA Coterra Energy Inc Since 2026-07-07 127097103 Equity (Common)
0.13%
$0.01 227
8 CPT Camden Property Trust Since 2026-07-07 133131102 Equity (Common)
0.37%
$0.02 237
9 CTRE CareTrust REIT Inc Since 2026-07-07 14174T107 Equity (Common)
0.45%
$0.03 779
10 LNG Cheniere Energy Inc Since 2026-07-07 16411R208 Equity (Common)
0.92%
$0.06 203
11 COP ConocoPhillips Since 2026-07-07 20825C104 Equity (Common)
0.12%
$0.01 56
12 ED Consolidated Edison Inc Since 2026-07-07 209115104 Equity (Common)
0.86%
$0.05 478
13 CTVA Corteva Inc Since 2026-07-07 22052L104 Equity (Common)
0.18%
$0.01 134
14 CUBE CubeSmart Since 2026-07-07 229663109 Equity (Common)
0.21%
$0.01 362
15 DAR Darling Ingredients Inc Since 2026-07-07 237266101 Equity (Common)
0.04%
$0.00 45
16 DLR Digital Realty Trust Inc Since 2026-07-07 253868103 Equity (Common)
1.04%
$0.07 364
17 D Dominion Energy Inc Since 2026-07-07 25746U109 Equity (Common)
0.56%
$0.04 568
18 EOG EOG Resources Inc Since 2026-07-07 26875P101 Equity (Common)
0.01%
$0.00 4
19 EGP EastGroup Properties Inc Since 2026-07-07 277276101 Equity (Common)
0.69%
$0.04 234
20 ENB Enbridge Inc Since 2026-07-07 29250N105 Equity (Common)
0.18%
$0.01 204
21 EQIX Equinix Inc Since 2026-07-07 29444U700 Equity (Common)
1.23%
$0.08 79
22 EQR Equity Residential Since 2026-07-07 29476L107 Equity (Common)
0.61%
$0.04 652
23 ESS Essex Property Trust Inc Since 2026-07-07 297178105 Equity (Common)
0.31%
$0.02 81
24 EXR Extra Space Storage Inc Since 2026-07-07 30225T102 Equity (Common)
0.08%
$0.01 40
25 FR First Industrial Realty Trust Inc Since 2026-07-07 32054K103 Equity (Common)
0.58%
$0.04 629
26 FCX Freeport-McMoRan Inc Since 2026-07-07 35671D857 Equity (Common)
0.14%
$0.01 154
27 HST Host Hotels & Resorts Inc Since 2026-07-07 44107P104 Equity (Common)
0.44%
$0.03 1,443
28 KMI Kinder Morgan Inc Since 2026-07-07 49456B101 Equity (Common)
0.48%
$0.03 896
29 MAA Mid-America Apartment Communities Inc Since 2026-07-07 59522J103 Equity (Common)
0.94%
$0.06 483
30 NNN NNN REIT Inc Since 2026-07-07 637417106 Equity (Common)
0.33%
$0.02 499
31 ICL ICL Group Ltd Since 2026-07-07 Equity (Common)
0.02%
$0.00 257
32 NEE NextEra Energy Inc Since 2026-07-07 65339F101 Equity (Common)
0.74%
$0.05 502
33 NI NiSource Inc Since 2026-07-07 65473P105 Equity (Common)
0.94%
$0.06 1,265
34 NTR Nutrien Ltd Since 2026-07-07 67077M108 Equity (Common)
0.21%
$0.01 176
35 OHI Omega Healthcare Investors Inc Since 2026-07-07 681936100 Equity (Common)
0.82%
$0.05 1,168
36 PSX Phillips 66 Since 2026-07-07 718546104 Equity (Common)
0.05%
$0.00 18
37 PSA Public Storage Since 2026-07-07 74460D109 Equity (Common)
0.30%
$0.02 69
38 RHP Ryman Hospitality Properties Inc Since 2026-07-07 78377T107 Equity (Common)
0.15%
$0.01 101
39 SLG SL Green Realty Corp Since 2026-07-07 78440X887 Equity (Common)
0.29%
$0.02 494
40 SBRA Sabra Health Care REIT Inc Since 2026-07-07 78573L106 Equity (Common)
0.42%
$0.03 1,364
41 SPG Simon Property Group Inc Since 2026-07-07 828806109 Equity (Common)
1.38%
$0.09 465
42 STAG STAG Industrial Inc Since 2026-07-07 85254J102 Equity (Common)
0.13%
$0.01 234
43 STLD Steel Dynamics Inc Since 2026-07-07 858119100 Equity (Common)
0.03%
$0.00 11
44 SHO Sunstone Hotel Investors Inc Since 2026-07-07 867892101 Equity (Common)
0.19%
$0.01 1,355
45 TRGP Targa Resources Corp Since 2026-07-07 87612G101 Equity (Common)
1.07%
$0.07 269
46 VTR Ventas Inc Since 2026-07-07 92276F100 Equity (Common)
1.06%
$0.07 814
47 WEC WEC Energy Group Inc Since 2026-07-07 92939U106 Equity (Common)
0.74%
$0.05 403
48 WELL Welltower Inc Since 2026-07-07 95040Q104 Equity (Common)
1.74%
$0.11 551
49 WPM Wheaton Precious Metals Corp Since 2026-07-07 962879102 Equity (Common)
0.05%
$0.00 26
50 XEL Xcel Energy Inc Since 2026-07-07 98389B100 Equity (Common)
0.93%
$0.06 735
51 TTE TotalEnergies SE Since 2026-07-07 Equity (Common)
0.20%
$0.01 136
52 AU Anglogold Ashanti Plc Since 2026-07-07 Equity (Common)
0.04%
$0.00 27
Frequently Asked Questions — LAZARD FUNDS INC
What type of mutual fund is LAZARD FUNDS INC?
LAZARD FUNDS INC is a SEC-registered Equity fund, with $6M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, LAZARD FUNDS INC holds 52 portfolio positions, all detailed in the holdings table on this page.
What are LAZARD FUNDS INC's assets under management (AUM)?
LAZARD FUNDS INC has $6M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are LAZARD FUNDS INC's top holdings?
According to LAZARD FUNDS INC's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Alamos Gold Inc, Alexandria Real Estate Equities Inc, American Homes 4 Rent , among others. The complete list of all 52 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is LAZARD FUNDS INC's expense ratio?
Expense ratio data for LAZARD FUNDS INC is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find LAZARD FUNDS INC's SEC filings?
LAZARD FUNDS INC is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000874964. You can access all of LAZARD FUNDS INC's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000874964). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is LAZARD FUNDS INC's holdings data on StockSifting?
Holdings data for LAZARD FUNDS INC on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.