Morningstar

Lazard Opportunistic Strategies Portfolio Institutional Shares LCAIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.43  /  −0.29 %
  • Fund Size $22.6M
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.020%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Investment Status Open
  • TTM Yield 1.62%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis LCAIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Opportunistic Strategies Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LCAIX

More LCAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

13.16 3M
—

Vanguard S&P 500 Growth ETF

12.29 3M
—

Vanguard S&P 500 Value ETF

11.70 3M
—

iShares 20+ Year Treasury Bond ETF

10.21 2M
—

Invesco QQQ Trust

7.37 2M
—

State Street® SPDR® EURO STOXX 50® ETF

7.30 2M
—

Lazard Govt Mny Mmkt Ins Lzixx

6.52 1M
Cash and Equivalents

iShares MSCI Japan ETF

4.70 1M
—

Lazard Next Gen Technologies ETF

4.27 981,841
—

iShares 1-3 Year Treasury Bond ETF

4.14 953,613
—

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