LZCOX

Active

Lazard US Small Cap Equity Select Portfolio

Category: US Equity (9,528 funds)

Expense Ratio
1.20%
Annual Cost per $10K
$120.00
30-Year Fee Drag per $10K
$21,851
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+0.18%

Asset Allocation

US Equity
95%
Intl Equity
5%

Fee Comparison

LZCOX
1.20%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

13% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+19.06%3Y
Compare to

Fee Impact Calculator

$
%
LZCOX at 1.20%$271,356
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$109,256
Cost vs index fund−$106,068

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LZCOXLazard US Small Cap Equity Select Portfolio1.20%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
OIEFXJPMorgan Equity Income Fund0.95%
TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.0.69%
QCGRFXCollege Retirement Equities Fund - Growth Account
MFEGXMFS Growth Fund0.83%
PRGFXT. Rowe Price Growth Stock Fund, Inc.0.65%
JGACXJPMorgan Growth Advantage Fund0.99%
JMUEXJPMorgan U.S. Equity Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
PRBLXParnassus Core Equity Fund0.82%
GETGXVictory Sycamore Established Value Fund0.89%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
JENIXThe Jensen Quality Growth Fund Inc1.26%
TWCUXUltra Fund0.89%
PGORXPutnam Large Cap Growth Fund0.93%
FLMVXJPMorgan Mid Cap Value Fund1.09%
HNACXHarbor Capital Appreciation Fund0.59%
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
JHQAXJPMorgan Hedged Equity Fund0.82%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
ESPAXAllspring Special Small Cap Value Fund1.17%
PBCJXBlue Chip Fund0.92%
PLCGXLargeCap Growth Fund I0.94%
TRULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.64%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
SBLGXClearBridge Large Cap Growth Fund1.01%
SHAPXClearBridge Appreciation Fund0.91%
ILGRXMacquarie Large Cap Growth Fund0.89%
JGAQXJPMorgan Value Advantage Fund0.99%
EGFSXEdgewood Growth Fund1.25%
CCIFXColumbia Seligman Technology and Information Fund0.91%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
CGWRXColumbia Cornerstone Growth Fund0.97%
AGWUXGrowth Fund0.69%
JGAVXJPMorgan U.S. Value Fund0.94%
PLFMXLargeCap S&P 500 Index Fund1.29%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
FSCSXSelect Software and IT Services Portfolio0.62%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
HAIAXHARTFORD CORE EQUITY FUND0.69%
AQEAXColumbia Disciplined Core Fund0.94%
GATEXGateway Fund0.94%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
FKUTXFranklin Utilities Fund0.71%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
JSECXJPMorgan Small Cap Equity Fund1.24%
JSLGXMultimanager Lifestyle Growth Portfolio1.22%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
CREFXCohen & Steers Real Estate Securities Fund0.75%
CSIEXCalvert Equity Fund0.90%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
OAKLXOakmark Select Fund0.98%
DCZRXMacquarie Small Cap Core Fund0.68%
TILRXNuveen Large Cap Growth Fund0.66%
TWCIXSelect Fund0.90%
BSCUXBARON SMALL CAP FUND1.05%
LGLAXLord Abbett Growth Leaders Fund0.90%
BARUXBARON ASSET FUND1.04%
DVZRXMacquarie Small Cap Value Fund0.70%
ITHTXTHE HARTFORD CAPITAL APPRECIATION FUND0.80%
IGRFXMacquarie Mid Cap Growth Fund0.68%
ACUIXColumbia Dividend Opportunity Fund1.03%
VVIPXVoya VACS Index Series S Portfolio
ACILXHeritage Fund0.65%
FFEIXNuveen Dividend Value Fund0.95%
SVFIXSmead Value Fund0.90%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
PMDAXSmall-MidCap Dividend Income Fund1.12%
DLCZXDestinations Large Cap Equity Fund0.81%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
CMUCXColumbia Select Mid Cap Value Fund0.88%
OALGXOptimum Large Cap Growth Fund1.20%
SUWAXDWS Core Equity Fund0.83%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
FRAAXFranklin Growth Opportunities Fund0.68%
LMOIXClearBridge Small Cap Growth Fund0.78%
PABVXMidCap Value Fund I1.19%
LMPFXClearBridge Growth Fund1.13%
OWACXOld Westbury All Cap Core Fund0.96%
AFDIXLarge Cap Equity Fund0.79%
HBGIXHARTFORD DISCIPLINED EQUITY HLS FUND0.84%
GGGPXGoldman Sachs Large Cap Equity Fund1.00%
GCMAXGoldman Sachs Mid Cap Value Fund1.19%
SINAXClearBridge Large Cap Value Fund0.79%
INDCXVictory Pioneer Disciplined Growth Fund0.98%
CSMUXCarillon Scout Mid Cap Fund0.85%
MXLGXEmpower Large Cap Growth Fund0.98%
VCSTXScience & Technology Fund0.91%
JORSXSmall Cap Core Fund0.87%

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