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Lazard International Equity Select Instl LZSIX

Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 10.91  /  +0.09 %
  • Total Assets 55.6 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.49%
  • Turnover 41%

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

Morningstar’s Analysis LZSIX

Will LZSIX outperform in future?

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

Lazard International Equity Select Instl’s Process Pillar rating is Average, but a strong management team 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.

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Portfolio Holdings LZSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.48 1.8 Mil
Technology

BP PLC

3.24 1.7 Mil
Energy

Novo Nordisk A/S Class B

2.93 1.5 Mil
Healthcare

RELX PLC

2.81 1.5 Mil
Industrials

Ryanair Holdings PLC ADR

2.77 1.5 Mil
Industrials

Engie SA

2.74 1.4 Mil
Utilities

Compass Group PLC

2.42 1.3 Mil
Consumer Cyclical

Roche Holding AG

2.16 1.1 Mil
Healthcare

ICICI Bank Ltd ADR

2.15 1.1 Mil
Financial Services

Grupo Financiero Banorte SAB de CV Class O

2.08 1.1 Mil
Financial Services