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Morningstar

Lazard Developing Markets Equity Open LDMOX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 12.47  /  +0.65 %
  • Total Assets 86.5 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.92%
  • Turnover 24%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LDMOX

Will LDMOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LDMOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LDMOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LDMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lazard Developing Markets Equity Open's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LDMOX

More LDMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

8.41 7.8 Mil
Technology

Samsung Electronics Co Ltd

5.82 5.4 Mil
Technology

Grupo Financiero Banorte SAB de CV Class O

3.48 3.2 Mil
Financial Services

ICICI Bank Ltd ADR

3.35 3.1 Mil
Financial Services

Tencent Holdings Ltd

3.00 2.8 Mil
Communication Services

SK Hynix Inc

2.69 2.5 Mil
Technology

Reliance Industries Ltd

2.62 2.4 Mil
Energy

Chemical Works of Gedeon Richter PLC

2.44 2.3 Mil
Healthcare

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

2.39 2.2 Mil
Financial Services

HDFC Bank Ltd ADR

2.35 2.2 Mil
Financial Services