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Morningstar

Lazard US Equity Focus Instl LZUSX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 14.98  /  0.61 %
  • Total Assets 87.9 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.67%
  • Turnover 29%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis LZUSX

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

People Pillar

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

An incline in People Pillar rating is the primary driver of Lazard US Equity Focus Instl's upgrade to a Morningstar Medalist Rating of Silver from 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 LZUSX

More LZUSX Holdings
  • Current Portfolio Date
  • Equity Holdings 28
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 51.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.29
7,734,612
Technology

Alphabet Inc Class A

8.02
6,675,954
Communication Services

Amazon.com Inc

5.77
4,801,577
Consumer Cyclical

State Street Instl US Govt MMkt Slct

4.70
3,914,862
Cash and Equivalents

Marsh & McLennan Companies Inc

4.52
3,765,086
Financial Services

Danaher Corp

4.29
3,569,911
Healthcare

Visa Inc Class A

4.11
3,422,549
Financial Services

Intercontinental Exchange Inc

4.00
3,328,105
Financial Services

UnitedHealth Group Inc

3.86
3,215,220
Healthcare

Analog Devices Inc

3.82
3,177,884
Technology