Morningstar

Lazard Emerging Markets Equity Advantage Portfolio R6 Shares READX

Morningstar Medalist Rating
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Medalist Rating as of See Lazard Investment Hub
  • NAV / 1-Day Return $17.78  /  +1.31 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.77%
  • Turnover Ratio 76%
NAV and 1-Day Return as of

Morningstar’s Analysis READX

Will READX outperform in the 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 READX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Emerging Markets Eq Advtg R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings READX

More READX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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SK hynix Inc

3.42 41M
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Tencent Holdings Ltd

2.37 28M
Communication Services

SK Square

2.35 28M
Technology

MediaTek Inc

2.10 25M
Technology

Delta Electronics Inc

1.84 22M
Technology

Alibaba Group Holding Ltd Ordinary Shares

1.67 20M
Consumer Cyclical

Petroleo Brasileiro SA Petrobras

1.34 16M
Energy

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