The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Lazard US Small Cap Equity Select Instl LZSCX
- NAV / 1-Day Return 12.63 / +1.53 %
- Total Assets 38.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield —
- Turnover 53%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis LZSCX
Will LZSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Wintrust Financial Corp | 2.10 | 863,932 | Financial Services |
Enovis Corp | 2.03 | 834,832 | Industrials |
Magnolia Oil & Gas Corp Class A | 1.96 | 805,644 | Energy |
Stifel Financial Corp | 1.95 | 802,337 | Financial Services |
The Middleby Corp | 1.89 | 780,314 | Industrials |
Reinsurance Group of America Inc | 1.74 | 716,935 | Financial Services |
StepStone Group Inc Ordinary Shares - Class A | 1.72 | 708,403 | Financial Services |
DigitalBridge Group Inc Class A | 1.71 | 706,053 | Real Estate |
Graphic Packaging Holding Co | 1.64 | 676,071 | Consumer Cyclical |
Antero Resources Corp | 1.63 | 670,074 | Energy |