Morningstar

Lazard Developing Markets Equity Portfolio Open Shares LDMOX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 22.79  /  −0.52 %
  • Total Assets 119.0M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.74%
  • Turnover 35%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LDMOX

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

  • People Pillar

    The People Pillar is our evaluation of the LDMOX 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 LDMOX’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 Open holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LDMOX

More LDMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

16.19 21M
Technology

Samsung Electronics Co Ltd

10.62 14M
Technology

SK Hynix Inc

9.47 12M
Technology

Tencent Holdings Ltd

3.18 4M
Communication Services

ASE Technology Holding Co Ltd

2.56 3M
Technology

MediaTek Inc

2.53 3M
Technology

Lenovo Group Ltd

2.50 3M
Technology

Alibaba Group Holding Ltd Ordinary Shares

2.01 3M
Consumer Cyclical

Grupo Financiero Banorte SAB de CV Class O

1.91 2M
Financial Services

Capitec Bank Holdings Ltd

1.79 2M
Financial Services

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