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Lazard US Equity Concentrated Instl LEVIX

Analyst rating as of
NAV / 1-Day Return
16.44  /  3.33 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Above Average
Longest Manager Tenure
11.24 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.38%
Turnover
32%

Morningstar’s Analysis

Will LEVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A stable team that fails to stand out in a competitive space.

Summary

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Despite experienced managers and a sensible process, Lazard U.S. Equity Concentrated has not shown a durable edge. The Morningstar Analyst Rating on the most expensive share classes fall to Neutral from Bronze, while cheaper shares remain Neutral.

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