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Morningstar

Lazard International Small Cap Eq Open LZSMX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 8.62  /  +1.41 %
  • Total Assets 10.6 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.88%
  • Turnover 45%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LZSMX

Will LZSMX 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 LZSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Lazard International Small Cap Eq Open's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LZSMX

More LZSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Zealand Pharma A/S

2.07 216,779
Healthcare

JTC PLC Ordinary Shares

1.88 196,870
Financial Services

Britvic PLC

1.87 196,400
Consumer Defensive

SBI Sumishin Net Bank Ltd

1.82 190,244
Financial Services

Arca Continental SAB de CV

1.79 187,304
Consumer Defensive

Jumbo SA

1.74 182,342
Consumer Cyclical

USS Co Ltd

1.66 174,213
Consumer Cyclical

AUB Group Ltd

1.63 170,503
Financial Services

CTP NV Ordinary Shares

1.51 157,770
Real Estate

Kemira Oyj

1.51 157,710
Basic Materials