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Morningstar

Lazard International Equity Instl LZIEX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 17.48  /  +1.33 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 2.56%
  • Turnover 48%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LZIEX

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.

Has the elements to succeed.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Lazard International Equity has the ingredients to succeed but needs to deliver on its advantages.

by Chris Tate
Rated on Published on

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Portfolio Holdings LZIEX

More LZIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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