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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 16.63  /  +0.97 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 2.54%
  • Turnover 48%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 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.

Set-up for a resurgence.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

A seasoned team prudently focused on company profitability gives Lazard International Equity an advantage and earns its two cheapest share classes a Morningstar Medalist Rating of Silver. Its pricier shares earn Bronze.

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 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RELX PLC

3.47 40.5 Mil
Industrials

Icon PLC

2.26 26.4 Mil
Healthcare

Roche Holding AG

2.17 25.4 Mil
Healthcare

Ryanair Holdings PLC ADR

2.07 24.2 Mil
Industrials

Unilever PLC

2.03 23.8 Mil
Consumer Defensive

SAP SE

1.91 22.3 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.83 21.5 Mil
Technology

BP PLC

1.83 21.4 Mil
Energy

Merck KGaA

1.79 20.9 Mil
Healthcare

Air Liquide SA

1.79 20.9 Mil
Basic Materials