OCMPX – Lazard International Quality Gr Open Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in companies that the Investment Manager considers to be “quality growth” businesses, which the Investment Manager calls compounders. By “compounders” the Investment Manager means businesses that the advisor believes can generate, and sustain, high levels of financial productivity (i.e., cash flow return on investment) while being able to reinvest to grow at similarly high levels of financial productivity.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OCMPX	Lazard International Quality Growth Portfolio Open Shares	No Load	Open			Dec 31, 2018	$910,262.00	1.100%	Above Average	$2,500	−$1.63M
ICMPX	Lazard International Quality Growth Portfolio Institutional Shares	Institutional	Open			Dec 31, 2018	$434.71M	0.830%	Average	$10,000	−$41.64M
RCMPX	Lazard International Quality Growth Portfolio R6 Shares	Retirement, Large	Open			Feb 22, 2023	$49.89M	0.800%	Above Average	$1M	$6.01M

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