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Morningstar

Lazard International Equity Select Instl LZSIX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 11.17  /  +1.55 %
  • Total Assets 53.5 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 1.41%
  • Turnover 32%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LZSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LZSIX

More LZSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.18 2.8 Mil
Technology

BP PLC

3.15 1.7 Mil
Energy

RELX PLC

3.14 1.7 Mil
Industrials

Novo Nordisk A/S Class B

3.03 1.6 Mil
Healthcare

Unilever PLC

2.93 1.6 Mil
Consumer Defensive

Tencent Holdings Ltd

2.54 1.4 Mil
Communication Services

Compass Group PLC

2.31 1.2 Mil
Consumer Cyclical

Roche Holding AG

1.98 1.1 Mil
Healthcare

ABB Ltd

1.92 1.0 Mil
Industrials

Aon PLC Class A

1.92 1.0 Mil
Financial Services