Lazard Equity Franchise Portfolio Open Shares

Lazard Equity Franchise Portfolio Open Sharesverified

LZFOX

Price:

$6.64

Market Cap:

$41.20M

The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an "economic franchise," meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.

Industry

Asset Management

IPO Date

2017-10-05

Stock Exchange

NASDAQ

Ticker

LZFOX

The ROE as of April 2026 (TTM) for Lazard Equity Franchise Portfolio Open Shares (LZFOX) is 7.66%

According to Lazard Equity Franchise Portfolio Open Shares’s latest financial reports and current stock price. The company's current ROE is 7.66%. This represents a change of 340.87% compared to the average of 1.74% of the last 4 quarters.

Lazard Equity Franchise Portfolio Open Shares (LZFOX) Historical ROE (quarterly & annually)

How has LZFOX ROE performed in the past?

The mean historical ROE of Lazard Equity Franchise Portfolio Open Shares over the last ten years is 5.96%. The current 7.66% ROE has changed 28.60% with respect to the historical average. Over the past ten years (40 quarters), LZFOX's ROE was at its highest in in the January 2021 quarter at 3.17%. The ROE was at its lowest in in the July 2020 quarter at -0.42%.

Quarterly (TTM)
Annual

Average

5.96%

Median

6.95%

Minimum

3.56%

Maximum

7.36%

Lazard Equity Franchise Portfolio Open Shares (LZFOX) ROE by Quarter and Year

Discovering the peaks and valleys of Lazard Equity Franchise Portfolio Open Shares ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 41.05%

Maximum Annual ROE = 7.36%

Minimum Annual Increase = -0.52%

Minimum Annual ROE = 3.56%

Quarterly (TTM)
Annual
YearROEChange
20237.36%5.93%
20226.95%-0.52%
20216.98%41.05%
20204.95%39.02%

Lazard Equity Franchise Portfolio Open Shares (LZFOX) Average ROE

How has LZFOX ROE performed in the past?

The current ROE of Lazard Equity Franchise Portfolio Open Shares (LZFOX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

7.10%

5-year avg

5.96%

10-year avg

5.96%

Lazard Equity Franchise Portfolio Open Shares (LZFOX) ROE vs. Peers

How is LZFOX’s ROE compared to its peers?

Lazard Equity Franchise Portfolio Open Shares’s ROE is greater than Lazard International Equity Select Open Shs (0%), greater than Lazard International Small Cap Equity Portfolio Open Shares (0%), greater than Templeton Institutional Foreign Smaller Companies Series Advisor (0%), less than Intl Developed Power Buffer ETF (0%), greater than Saratoga Large Capitalization Growth Portfolio (0%), greater than Lazard Enhanced Opportunities Portfolio Open Shares (0%), greater than Columbia Acorn European Fd Cl A (0%), greater than Alger Balanced Portfolio Class I-2 (0%), greater than Lazard Opportunistic Strategies Portfolio Open Shares (0%), greater than Wilshire Small Company Value Portfolio Investment Class Shares (0%),

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Frequently asked questions❓

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