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Morningstar

Lazard International Equity Select Open LZESX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 10.91  /  +0.37 %
  • Total Assets 55.3 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.15%
  • Turnover 32%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LZESX

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

  • People Pillar

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

Strength in Lazard International Equity Select Open's People Pillar is partially offset by an Average Process Pillar rating, leading to 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 LZESX

More LZESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.94 2.3 Mil
Technology

State Str Instl Invt Tr Treas Mmkt Fd Inst

3.13 1.8 Mil
Cash and Equivalents

BP PLC

3.09 1.8 Mil
Energy

RELX PLC

2.79 1.6 Mil
Industrials

Ryanair Holdings PLC ADR

2.72 1.6 Mil
Industrials

Novo Nordisk A/S Class B

2.56 1.5 Mil
Healthcare

Compass Group PLC

2.34 1.3 Mil
Consumer Cyclical

Airbus SE

2.22 1.3 Mil
Industrials

Aon PLC Class A

2.05 1.2 Mil
Financial Services

Grupo Financiero Banorte SAB de CV Class O

2.01 1.2 Mil
Financial Services