Lazard US Equity Concentrated’s experienced leadership and strong support earn its two cheaper share classes a Morningstar Analyst Rating of Bronze, while its pricier Open shares warrant Neutral.
Will LEVOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LEVOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LEVOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LEVOX’s parent organization’s priorities and whether they’re in line with investors’ interests.