Morningstar

Lazard Developing Markets Equity Portfolio Institutiona Shares LDMIX

Morningstar Medalist Rating
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Medalist Rating as of See Lazard Investment Hub
  • NAV / 1-Day Return $20.68  /  +0.10 %
  • Fund Size $104.4M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.88%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis LDMIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Developing Markets Equity 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
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Portfolio Holdings LDMIX

More LDMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Samsung Electronics Co Ltd

9.20 11M
Technology

SK hynix Inc

6.69 8M
Technology

Tencent Holdings Ltd

3.64 4M
Communication Services

Lenovo Group Ltd

3.05 4M
Technology

MediaTek Inc

2.81 3M
Technology

Alibaba Group Holding Ltd Ordinary Shares

2.69 3M
Consumer Cyclical

ASE Technology Holding Co Ltd

2.23 3M
Technology

Grupo Financiero Banorte SAB de CV Class O

2.11 2M
Financial Services

Bizlink Holding Inc

1.81 2M
Industrials

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