Lazard US Equity Concentrated Portfolio
Shareclass
Lazard US Equity Concentrated Open (LEVOX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Lazard US Equity Concentrated Portfolio
FUND COVERAGE
# of holdings17
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mondelez International Inc Class A4.02%$1.6M
- 2. Microsoft Corp7.13%$2.84M
- 3. Meta Platforms Inc Class A4.52%$1.8M
- 4. Alphabet Inc Class A4.77%$1.9M
- 5. Boeing Co4.02%$1.6M
- 6. Amazon.com Inc9.14%$3.64M
- 7. Eli Lilly and Co4.79%$1.91M
- 8. Intel Corp4.4%$1.75M
- 9. Intercontinental Exchange Inc4.49%$1.79M
- 10. First American Financial Corp4.63%$1.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. DigitalOcean Holdings Inc9.25%$3.68M
- 2. Corpay Inc2.78%$1.11M
- 3. The Trade Desk Inc Class A4.54%$1.81M
- 4. Floor & Decor Holdings Inc Class A6.84%$2.72M
- 5. Marvell Technology Inc12%$4.68M
- 6. Charles Schwab Corp3.01%$1.2M
- 7. Coherent Corp4.96%$1.97M
- 8. First American Financial Corp4.63%$1.84M
- 9. Intercontinental Exchange Inc4.49%$1.79M
- 10. Intel Corp4.4%$1.75M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Lazard US Equity Concentrated Portfolio
Totals
Holdings
Assets
Weight
Prisons
3
$8.38M
21%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$8.38M
21%
Borders high risk
0
$0
0%
Total
3
$8.38M
21%
Holdings — 3 flagged holdings
1.
Amazon.com Inc
:$3.64M
9.14%
2.
Microsoft Corp
:$2.84M
7.13%
3.
Alphabet Inc Class A
:$1.9M
4.77%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Lazard US Equity Concentrated Portfolio LEVOX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer