Lazard Opportunistic Strategies Portfolio

Lazard Opportunistic Strategies Portfolio is a registered fund series of LAZARD FUNDS INC (series S000020883). Net assets $22.8M as of 2026-03-31.

Profile

Advisers

Top holdings (19 reported)

Showing 15 of 19 holdings by value.

HoldingTickerValue% of fund
LAZARD GOVT MNY MMKT INS$4.4M1909.79%
iShares 20+ Year Treasury Bond ETF$2.8M1229.79%
Vanguard S&P 500 Value ETF$2.7M1188.30%
Vanguard S&P 500 Growth ETF$2.7M1165.64%
Vanguard S&P 500 ETF$2.1M904.03%
Invesco QQQ Trust Series 1$1.3M580.37%
iShares 1-3 Year Treasury Bond ETF$1.2M531.94%
State Street SPDR EURO STOXX 50 ETF$992K435.05%
iShares MSCI Japan ETF$938K411.31%
iShares International Treasury Bond ETF$934K409.74%
iShares iBoxx USD Investment Grade Corporate Bond ETF$731K320.70%
Lazard Next Gen Technologies ETF$399K175.15%
iShares MSCI USA Momentum Factor ETF$373K163.75%
Franklin FTSE Latin America ETF$369K161.65%
United States Copper Index Fund$318K139.34%

Net asset history

Report dateNet assets
2026-03-31$22.8M
2025-12-31$23.8M
2025-09-30$23.9M
2025-06-30$29.9M
2025-03-31$29.3M
2024-12-31$31.8M
2024-09-30$34.3M
2024-06-30$35.3M

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