A veteran team and flexible, well-executed process earn Lazard International Strategic Equity a Morningstar Analyst Rating upgrade to Silver from Bronze for its two cheapest share classes. The more expensive share class continues to earn Bronze.
Lazard International Strategic Eq Instl LISIX
NAV / 1-Day Return
17.05
/
0.58
%
Total Assets
6.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.800%
Expense Ratio
0.800%
Fee Level
Below Average
Longest Manager Tenure
15.34
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
10,000
Status
Open
TTM Yield
1.01%
Turnover
—
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LISIX outperform in 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 LISIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LISIX 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 LISIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still an attractive option despite recent struggles.
