Morningstar

Lazard International Quality Growth Portfolio Institutional Shares ICMPX

Morningstar Medalist Rating
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Medalist Rating as of See Lazard Investment Hub
  • NAV / 1-Day Return $17.60  /  −0.34 %
  • Fund Size $518.5M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.830%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.58%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis ICMPX

Will ICMPX outperform in the 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 ICMPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Sticking to its game plan.

Analyst David Carey

David Carey

Analyst

Summary

Lazard International Quality Growth’s experienced managers and thoughtful approach earn Above Average People and Process Pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings ICMPX

More ICMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.96 24M
Technology

Tencent Holdings Ltd

3.80 18M
Communication Services

Unilever PLC

3.38 16M
Consumer Defensive

Recruit Holdings Co Ltd

3.22 16M
Communication Services

Novo Nordisk AS Class B

3.21 16M
Healthcare

Assa Abloy AB Class B

2.91 14M
Industrials

SAP SE

2.89 14M
Technology

London Stock Exchange Group PLC

2.59 13M
Financial Services

L'Oreal SA

2.56 12M
Consumer Defensive

InterContinental Hotels Group PLC

2.52 12M
Consumer Cyclical

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