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Lazard International Equity Open LZIOX

Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 16.43  /  0.55 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • 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 1.29%
  • Turnover 31%

Morningstar’s Analysis LZIOX

Will LZIOX outperform in future?

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

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.

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Portfolio Holdings LZIOX

  • Current Portfolio Date
  • Equity Holdings 71
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl Treasury MMkt Instl

3.77
41,065,180
Cash and Equivalents
3.61
39,345,727
Industrials
2.95
32,160,030
Financial Services
2.93
31,887,601
Utilities
2.68
29,209,878
Healthcare
2.54
27,641,098
Energy
2.29
24,956,539
Consumer Defensive
2.28
24,871,496
Healthcare
2.15
23,466,698
Energy
2.06
22,416,875
Healthcare