Lazard US Equity Focus Portfolio - Lazard
Shareclass
Lazard US Equity Focus Portfolio Institutional Shares (LZUSX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Lazard US Equity Focus Portfolio - Lazard
FUND COVERAGE
# of holdings30
% of assets97%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The2.42%$1.98M
- 2. Bank of America Corp3.05%$2.5M
- 3. Goldman Sachs Group Inc/The2.73%$2.24M
- 4. Microsoft Corp7.59%$6.22M
- 5. Merck & Co Inc2.72%$2.23M
- 6. McDonald's Corp3.1%$2.54M
- 7. Salesforce Inc1.54%$1.26M
- 8. ConocoPhillips2.1%$1.72M
- 9. Equifax Inc1.99%$1.63M
- 10. Jacobs Solutions Inc2.29%$1.88M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc1.93%$1.58M
- 2. Blackstone Inc2.83%$2.32M
- 3. Broadcom Inc3.56%$2.92M
- 4. AMETEK Inc2.72%$2.23M
- 5. Waste Management Inc3.3%$2.7M
- 6. Medtronic PLC2.44%$2M
- 7. Linde PLC2.48%$2.04M
- 8. Intercontinental Exchange Inc4.12%$3.38M
- 9. Analog Devices Inc3.23%$2.65M
- 10. Danaher Corp3.87%$3.17M
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 Focus Portfolio - Lazard
Totals
Holdings
Assets
Weight
Prisons
5.0
$20.99M
26%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$19.71M
24%
Borders high risk
0.0
$0
0%
Total
6.0
$22.25M
27%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$6.22M
7.59%
2.
Alphabet Inc
:$5.31M
6.48%
3.
Amazon.com Inc
:$5.3M
6.46%
4.
McDonald's Corp
$2.54M
3.1%
5.
Equifax Inc
:$1.63M
1.99%
6.
Salesforce Inc
:$1.26M
1.54%
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 Focus Portfolio - Lazard LZUSX
Environment
Social
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