Morningstar

Lazard US Small Cap Equity Select Portfolio Open Shares LZCOX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 11.96  /  +1.87 %
  • Total Assets 36.4M
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.33%
  • Turnover 100%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LZCOX

Will LZCOX outperform in the 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 LZCOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard US Small Cap Equity Select Open holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LZCOX

More LZCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DigitalOcean Holdings Inc

3.09 1M
Technology

Advanced Energy Industries Inc

2.76 1M
Industrials

The Middleby Corp

2.26 856,266
Industrials

Casella Waste Systems Inc Class A

2.16 821,239
Industrials

Yesway Inc Class A

2.12 805,179
Consumer Defensive

The Toro Co

2.04 773,028
Industrials

Credo Technology Group Holding Ltd

1.97 747,862
Technology

First American Financial Corp

1.94 737,823
Financial Services

Mirion Technologies Inc Ordinary Shares Class A

1.90 720,230
Industrials

Atlas Energy Solutions Inc Class A

1.87 710,260
Energy

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