Skip to Content

Lazard US Small Cap Equity Select Instl LZSCX

Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 12.77  /  +0.55 %
  • Total Assets 39.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield
  • Turnover 35%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis LZSCX

Will LZSCX outperform in future?

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

Lazard US Small Cap Equity Select Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LZSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

2.54 1.0 Mil
Cash and Equivalents

Wintrust Financial Corp

2.17 854,784
Financial Services

Home BancShares Inc

2.10 826,923
Financial Services

Commerce Bancshares Inc

2.10 826,680
Financial Services

New Jersey Resources Corp

1.92 756,300
Utilities

Antero Resources Corp

1.84 726,645
Energy

The Middleby Corp

1.81 714,216
Industrials

Stifel Financial Corp

1.80 709,756
Financial Services

Magnolia Oil & Gas Corp Class A

1.68 660,969
Energy

Helen Of Troy Ltd

1.64 646,938
Consumer Defensive