A veteran team and flexible, well-executed process earn Lazard International Equity a Morningstar Analyst Rating upgrade to Silver from Bronze for its two cheapest share classes. The more expensive share class continues to earn Bronze.
Lazard International Equity Instl LZIEX
NAV / 1-Day Return
20.20
/
0.10
%
Total Assets
3.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.820%
Expense Ratio
0.820%
Fee Level
Average
Longest Manager Tenure
29.08
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
10,000
Status
Open
TTM Yield
1.04%
Turnover
37%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LZIEX 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 LZIEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LZIEX 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 LZIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Despite recent turbulence, a competitive international option.
