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Morningstar

Lazard Emerging Markets Equity Instl LZEMX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 17.29  /  +1.65 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 3.67%
  • Turnover 26%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

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.

Patience has been rewarded.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Lazard Emerging Markets Equity’s robust team resources and the managers' willingness to stick to their valuation discipline have proved their worth long-term.

by Chris Tate
Rated on Published on

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Portfolio Holdings LZEMX

More LZEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

4.63 124.7 Mil
Technology

ASE Technology Holding Co Ltd

2.79 75.1 Mil
Technology

China Construction Bank Corp Class H

2.66 71.7 Mil
Financial Services

Banco do Brasil SA BB Brasil

2.41 64.8 Mil
Financial Services

Lenovo Group Ltd

2.34 63.0 Mil
Technology

BB Seguridade Participacoes SA

2.30 62.0 Mil
Financial Services

Galp Energia SGPS SA

2.12 57.0 Mil
Energy

State Street Instl Treasury MMkt Instl

2.12 57.0 Mil
Cash and Equivalents

OTP Bank PLC

2.08 56.2 Mil
Financial Services

Indus Towers Ltd Ordinary Shares

1.99 53.5 Mil
Communication Services