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Morningstar

Lazard International Strategic Eq Instl LISIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.53  /  0.21 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.39%
  • Turnover 31%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis LISIX

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.

Lazard International Strategic Equity Co-Lead to Take New Role; Ratings Unchanged

Associate Director

Analyst Note

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