Lazard US Equity Concentrated Portfolio
Shareclass
Lazard US Equity Concentrated R6 (RLUEX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Lazard US Equity Concentrated Portfolio
FUND COVERAGE
# of holdings18
% of assets93%
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 A3.02%$1.25M
- 2. Microsoft Corp7.87%$3.24M
- 3. Zoetis Inc Class A3.31%$1.37M
- 4. Meta Platforms Inc Class A4.74%$1.96M
- 5. Boeing Co4.44%$1.83M
- 6. Amazon.com Inc11%$4.43M
- 7. Eli Lilly and Co4.72%$1.95M
- 8. Rockwell Automation Inc2.01%$827,435
- 9. Intercontinental Exchange Inc3.75%$1.55M
- 10. First American Financial Corp4.78%$1.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vaxcyte Inc Ordinary Shares2.29%$946,399
- 2. DigitalOcean Holdings Inc7.14%$2.95M
- 3. Corpay Inc3.89%$1.61M
- 4. The Trade Desk Inc Class A4.32%$1.78M
- 5. Thor Industries Inc4.77%$1.97M
- 6. Marvell Technology Inc11%$4.54M
- 7. Charles Schwab Corp4.01%$1.65M
- 8. Coherent Corp6.4%$2.64M
- 9. First American Financial Corp4.78%$1.97M
- 10. Intercontinental Exchange Inc3.75%$1.55M
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
2
$7.68M
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$7.68M
19%
Borders high risk
0
$0
0%
Total
2
$7.68M
19%
Holdings — 2 flagged holdings
1.
Amazon.com Inc
:$4.43M
11%
2.
Microsoft Corp
:$3.24M
7.87%
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 RLUEX
Environment
Social
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