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Morningstar

Lazard US Sustainable Equity Open SUSLX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 14.69  /  −0.07 %
  • Total Assets 12.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.72%
  • Turnover 34%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SUSLX

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

  • People Pillar

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

A sound investment process and strong management team underpin Lazard US Sustainable Equity Open's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SUSLX

More SUSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.47 1.4 Mil
Technology

Visa Inc Class A

3.90 505,972
Financial Services

UnitedHealth Group Inc

3.79 492,721
Healthcare

Accenture PLC Class A

3.45 447,474
Technology

The Home Depot Inc

3.20 415,439
Consumer Cyclical

State Street Instl Treasury MMkt Invsmt

3.08 400,056
Cash and Equivalents

Analog Devices Inc

3.08 399,734
Technology

Apple Inc

2.96 383,772
Technology

Waste Management Inc

2.84 368,536
Industrials

Danaher Corp

2.78 360,845
Healthcare