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Morningstar

Lazard US Sustainable Equity Inst SUSTX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 14.24  /  +1.35 %
  • Total Assets 12.3 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.92%
  • Turnover 34%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SUSTX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SUSTX

More SUSTX 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