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Lazard International Small Cap Eq Open LZSMX

Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 8.04  /  0.12 %
  • Total Assets 11.4 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 Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.88%
  • Turnover 44%

Morningstar’s Analysis LZSMX

Will LZSMX outperform in future?

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

Lazard International Small Cap Eq Open's Average Process Pillar and People 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-highest quintile among peers.

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Portfolio Holdings LZSMX

  • Current Portfolio Date
  • Equity Holdings 83
  • Bond Holdings 0
  • Other Holdings 15
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.01
239,318
Industrials
1.97
234,950
Real Estate
1.84
219,975
Financial Services
1.84
219,973
Consumer Cyclical
1.83
217,924
Healthcare
1.78
212,187
Utilities
1.69
201,004
Utilities

Urban Logistics REIT Ord

1.67
199,233
1.59
189,392
Industrials
1.56
186,132
Consumer Defensive