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Morningstar

Lazard US Small Cap Equity Select Open LZCOX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 11.15  /  −0.45 %
  • Total Assets 39.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • 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 —
  • Turnover 53%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LZCOX

Will LZCOX 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 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.

Strength in Lazard US Small Cap Equity Select Open's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wintrust Financial Corp

2.10 863,932
Financial Services

Enovis Corp

2.03 834,832
Industrials

Magnolia Oil & Gas Corp Class A

1.96 805,644
Energy

Stifel Financial Corp

1.95 802,337
Financial Services

The Middleby Corp

1.89 780,314
Industrials

Reinsurance Group of America Inc

1.74 716,935
Financial Services

StepStone Group Inc Ordinary Shares - Class A

1.72 708,403
Financial Services

DigitalBridge Group Inc Class A

1.71 706,053
Real Estate

Graphic Packaging Holding Co

1.64 676,071
Consumer Cyclical

Antero Resources Corp

1.63 670,074
Energy