Morningstar

Lazard International Strategic Equity Portfolio R6 Shares RLITX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 13.90  /  +0.94 %
  • Total Assets 1.4B
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.65%
  • Turnover 48%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RLITX

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

  • People Pillar

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

Execution struggles.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Lazard International Strategic Equity offers a sound quality-biased approach, but reduced conviction in the managers’ ability to effectively leverage the firm’s resources results in a People rating downgrade to Average from Above Average.

by Chris Tate
Rated on Published on

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Portfolio Holdings RLITX

More RLITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

4.77 71M
Technology

Piraeus Bank SA

3.13 47M
Financial Services

Societe Generale SA

2.99 44M
Financial Services

Tokyo Electron Ltd

2.89 43M
Technology

Japan Exchange Group Inc

2.83 42M
Financial Services

Banco Santander SA

2.70 40M
Financial Services

Resona Holdings Inc

2.57 38M
Financial Services

Cie Financiere Richemo A Reg Common Stock Chf1.0

2.53 38M
—

ABB Ltd

2.52 38M
Industrials

Keyence Corp

2.24 33M
Technology

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