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Morningstar

Lazard Emerging Markets Equity Instl LZEMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 16.05  /  0.50 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 5.92%
  • Turnover 34%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LZEMX

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

People Pillar

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

The managers’ patience is beginning to pay off.

Senior Analyst

Summary

| by Chris Tate

The unwavering commitment this resolute team has shown to Lazard Emerging Markets’ relative value approach keeps its Morningstar Analyst Rating at Bronze for all share classes.

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