Lazard US Small Cap Equity Select Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Lazard US Small Cap Equity Select Portfolio Institutional Shares LZSCX
- NAV / 1-Day Return 13.84 / −1.07 %
- Total Assets 36.4M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.51%
- Turnover 100%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LZSCX
Will LZSCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LZSCX 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 LZSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Energy Industries Inc | 2.67 | 870,349 | Industrials |
Texas Capital Bancshares Inc | 2.27 | 738,831 | Financial Services |
Wintrust Financial Corp | 2.23 | 727,212 | Financial Services |
The Toro Co | 2.10 | 685,289 | Industrials |
First American Financial Corp | 2.08 | 677,358 | Financial Services |
Regal Rexnord Corp | 1.97 | 641,553 | Industrials |
Landstar System Inc | 1.94 | 633,545 | Industrials |
The Middleby Corp | 1.91 | 623,921 | Industrials |
Roku Inc Class A | 1.91 | 623,451 | Communication Services |
First Watch Restaurant Group Inc | 1.91 | 621,841 | Consumer Cyclical |
United States