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LEVOX Lazard US Equity Concentrated Open

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Fund LEVOX Lazard US Equity Concentrated Open BUFDX Buffalo Dividend Focus  
100% 88%
Annual Fees
(1.07% Exp. Ratio)
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,488.53 $39,552.93
Est. savings over 30 yrs +$1,064.40
As of 12/31/16
1 YR RETURN 7.06%
3 YR 10.54%
5 YR 15.25%
10 YR 6.01%
1 YR RETURN 12.06%
3 YR 10.67%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.
The investment seeks current income; long-term growth of capital is a secondary objective. The fund invests in dividend-paying equity securities, consisting of domestic common stocks, preferred stocks, rights, warrants and convertible securities. During normal market conditions, at least 80% of the fund's assets will be invested in dividend-paying equity securities. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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