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Lazard International Equity Select Open LZESX

Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 10.81  /  0.19 %
  • Total Assets 55.0 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.23%
  • Turnover 41%

Morningstar’s Analysis LZESX

Will LZESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Lazard International Equity Select Open's People Pillar is partially offset by an Average Process 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.

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Portfolio Holdings LZESX

  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 1
  • Other Holdings 8
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.24
1,701,486
Energy
2.93
1,536,731
Healthcare
2.81
1,473,142
Industrials
2.77
1,451,490
Industrials
2.74
1,438,876
Utilities
2.42
1,269,352
Consumer Cyclical
2.16
1,131,215
Healthcare
2.15
1,126,416
Financial Services
2.08
1,091,070
Financial Services