Lazard Global Equity Franchise’s seasoned managers and distinctive approach have rewarded investors in its early days and can do so again. Both share classes earn Morningstar Analyst Ratings of Bronze.
Will LZFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LZFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LZFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LZFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.