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Home › Calculator › RLUEX Dividend Calculator 2026
Lazard US Equity Concentrated Portfolio · NASDAQ
Price: $15.59 · Annual div: $0.05/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in RLUEX → $10.3K in 10 years · $2.52/month
The Lazard US Equity Concentrated Portfolio is primarily designed to acquire common stock in American companies. While it has the latitude to invest in firms across the entire spectrum of market capitalizations, its concentrated holdings typically consist of 15 to 35 enterprises, generally favoring those with market valuations exceeding $350 million. The portfolio's main objective is to achieve returns superior to prominent market benchmarks, such as the S&P 500®, Russell 1000®, and Russell 3000® Indices. Under regular operating conditions, a minimum of 80% of its capital is allocated to equity investments in U.S.-based companies. This fund is characterized as non-diversified.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold RLUEX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 0.29% | -2.51% | $29 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 0.25% | -2.55% | $25 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 0.23% | -2.57% | $23 / yr |
| 🇬🇧 UK ISA | 0% | 0.29% | -2.51% | $29 / yr |
| 🇬🇧 UK Taxable | 8.75% | 0.26% | -2.54% | $26 / yr |
| 🇨🇦 TFSA | 0% | 0.29% | -2.51% | $29 / yr |
| 🇨🇦 CA Taxable | 25% | 0.22% | -2.58% | $22 / yr |
| 🇦🇺 Super (pension) | 15% | 0.25% | -2.55% | $25 / yr |
| 🇦🇺 AU Taxable | 30% | 0.20% | -2.60% | $20 / yr |
| 🇩🇪 DE Taxable | 26.375% | 0.21% | -2.59% | $21 / yr |
| 🇫🇷 FR Taxable | 30% | 0.20% | -2.60% | $20 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.05/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
RLUEX pays quarterly — 4 times per year. Next ex-div: TBD.
How RLUEX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for RLUEX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the RLUEX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Lazard US Equity Concentrated Portfolio (RLUEX) is currently trading at $15.59, 29% below its 52-week high. The current dividend yield is 0.29% based on an annual payout of $0.05 per share.
Lazard US Equity Concentrated Portfolio (RLUEX) is a financial services stock currently trading at $15.59 with a dividend yield of 0.29%. The company pays an annual dividend of $0.05 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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