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Morningstar

Lazard US Equity Focus Open LZUOX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 13.97  /  0.43 %
  • Total Assets 83.0 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.48%
  • Turnover 29%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis LZUOX

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

People Pillar

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

Strength in Lazard US Equity Focus Open's Process Pillar is partially offset by an Average People Pillar rating, leading to 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 LZUOX

More LZUOX Holdings
  • Current Portfolio Date
  • Equity Holdings 29
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 50.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.72
7,776,571
Technology

Alphabet Inc Class A

7.09
6,317,287
Communication Services

Amazon.com Inc

5.59
4,983,532
Consumer Cyclical

Johnson & Johnson

4.68
4,171,766
Healthcare

Marsh & McLennan Companies Inc

4.32
3,849,621
Financial Services

Analog Devices Inc

4.13
3,680,156
Technology

Visa Inc Class A

4.11
3,660,754
Financial Services

Danaher Corp

4.01
3,572,640
Healthcare

Intercontinental Exchange Inc

3.97
3,538,612
Financial Services

Bank of America Corp

3.75
3,343,733
Financial Services