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Morningstar

Lazard US Systematic Small Cap Eq Ins LUSIX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 10.25  /  0.00
  • Total Assets 39.1 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.34%
  • Turnover 110%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:37 PM GMT+0

Morningstar’s Analysis LUSIX

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

  • People Pillar

    The People Pillar is our evaluation of the LUSIX 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 LUSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lazard US Systematic Small Cap Eq Ins’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LUSIX

More LUSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Builders FirstSource Inc

1.02 422,731
Industrials

Celestica Inc Shs Sub-Voting

0.95 390,753
Technology

Medpace Holdings Inc

0.93 383,134
Healthcare

State Street Instl Treasury MMkt Invsmt

0.92 378,876
Cash and Equivalents

Super Micro Computer Inc

0.86 354,521
Technology

ADMA Biologics Inc

0.74 304,874
Healthcare

Allison Transmission Holdings Inc

0.67 277,243
Consumer Cyclical

IES Holdings Inc

0.63 260,431
Industrials

Boise Cascade Co

0.57 235,576
Basic Materials

Samsara Inc Ordinary Shares - Class A

0.56 231,879
Technology