RLUEX – Fund Analysis – Lazard US Equity Concentrated R6 | Morningstar

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Will RLUEX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RLUEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Shaking things up.

Analyst David Carey

David Carey

Analyst

Summary

Changes at Lazard US Equity Concentrated warrant caution.

by David Carey

Rated on Apr 24, 2024 Published on Apr 24, 2024

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