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Morningstar

Lazard Global Strategic Equity Open LSTOX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 12.68  /  −0.24 %
  • Total Assets 11.0 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.16%
  • Turnover 57%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LSTOX

Will LSTOX 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 LSTOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSTOX 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 LSTOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Lazard Global Strategic Equity Open's Morningstar Medalist Rating of Bronze.

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 LSTOX

More LSTOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.33 615,093
Technology

NVIDIA Corp

4.47 515,933
Technology

Alphabet Inc Class A

4.32 498,673
Communication Services

Novo Nordisk A/S Class B

4.28 493,554
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

3.13 361,409
Technology

IQVIA Holdings Inc

3.00 345,954
Healthcare

S&P Global Inc

2.93 338,233
Financial Services

Thermo Fisher Scientific Inc

2.82 325,478
Healthcare

Marsh & McLennan Companies Inc

2.67 308,146
Financial Services

State Street Instl Treasury MMkt Instl

2.43 280,409
Cash and Equivalents