Morningstar

Lazard Global Small Cap Equity Portfolio Institutional Shares LZISX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 12.70  /  +1.76 %
  • Total Assets 19.5M
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.13%
  • Turnover 160%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LZISX

Will LZISX outperform in the 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 LZISX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LZISX 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 LZISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Global Small Cap Eq Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LZISX

More LZISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

3.40 709,518
Technology

Floor & Decor Holdings Inc Class A

3.20 667,206
Consumer Cyclical

DigitalOcean Holdings Inc

3.08 641,625
Technology

First Watch Restaurant Group Inc

2.77 578,606
Consumer Cyclical

RH Class A

2.74 571,943
Consumer Cyclical

Advanced Energy Industries Inc

2.71 566,017
Industrials

Ebara Corp

2.22 462,768
Industrials

Nichias Corp

2.14 447,009
Industrials

Rambus Inc

2.06 429,812
Technology

Cohu Inc

2.01 419,144
Technology

Sponsor Center