Morningstar

Lazard Mutual Funds

View all of Lazard’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Lazard Mutual Funds List

1 to 25 of 44 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Lazard Emerging Markets Equity Portfolio Open SharesLZOEXDiversified Emerging Mkts
23.28%121.320%Above AverageNo Load$2,500
Lazard Global Listed Infrastructure Portfolio Institutional SharesGLIFXInfrastructure
6.95%750.960%Above AverageInstitutional$10,000
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXDiversified Emerging Mkts
23.57%121.070%Above AverageInstitutional$10,000
Lazard Global Listed Infrastructure Portfolio Open SharesGLFOXInfrastructure
6.75%791.210%Above AverageNo Load$2,500
Lazard Emerging Markets Equity Portfolio R6 SharesRLEMXDiversified Emerging Mkts
23.55%121.070%HighRetirement, Large$1M
Lazard Emerging Markets Equity Advantage Portfolio Open SharesLEAOXDiversified Emerging Mkts
15.89%401.150%AverageNo Load$2,500
Lazard Emerging Markets Equity Advantage Portfolio Institutional SharesLEAIXDiversified Emerging Mkts
16.20%370.850%Below AverageInstitutional$10,000
Lazard Emerging Markets Equity Advantage Portfolio R6 SharesREADXDiversified Emerging Mkts
16.20%370.850%Below AverageRetirement, Large$1M
Lazard Global Small Cap Equity Portfolio Institutional SharesLZISXGlobal Small/Mid Stock
10.01%491.030%AverageInstitutional$10,000
Lazard Global Small Cap Equity Portfolio Open SharesLZSMXGlobal Small/Mid Stock
9.69%521.280%AverageNo Load$2,500
Lazard Real Assets Portfolio Open SharesRALOXGlobal Moderate Allocation
13.72%91.080%HighNo Load$2,500
Lazard Opportunistic Strategies Portfolio Open SharesLCAOXTactical Allocation
6.34%651.460%AverageNo Load$2,500
Lazard International Equity Portfolio R6 SharesRLIEXForeign Large Blend
10.26%470.800%Above AverageRetirement, Large$1M
Lazard Developing Markets Equity Portfolio Open SharesLDMOXDiversified Emerging Mkts
16.54%351.350%Above AverageNo Load$2,500
Lazard US High Yield Portfolio R6 SharesRLCIXHigh Yield Bond
1.34%230.550%Below AverageRetirement, Large$1M
Lazard Real Assets Portfolio R6 SharesRALYXGlobal Moderate Allocation
13.98%80.780%AverageInstitutional$1M
Lazard International Equity Portfolio Open SharesLZIOXForeign Large Blend
9.98%501.080%Above AverageNo Load$2,500
Lazard Opportunistic Strategies Portfolio Institutional SharesLCAIXTactical Allocation
6.59%631.210%AverageInstitutional$10,000
Lazard Developing Markets Equity Portfolio Institutiona SharesLDMIXDiversified Emerging Mkts
16.78%341.100%Above AverageInstitutional$10,000
Lazard International Equity Portfolio Institutional SharesLZIEXForeign Large Blend
10.23%470.830%AverageInstitutional$10,000
Lazard Real Assets Portfolio Institutional SharesRALIXGlobal Moderate Allocation
13.84%90.830%Above AverageInstitutional$10,000
Lazard US High Yield Portfolio Institutional SharesLZHYXHigh Yield Bond
1.74%220.550%LowInstitutional$10,000
Lazard International Quality Growth Portfolio Open SharesOCMPXForeign Large Growth
2.37%691.100%Above AverageNo Load$2,500
Lazard US High Yield Portfolio Open SharesLZHOXHigh Yield Bond
1.54%270.800%AverageNo Load$2,500
Lazard Equity Franchise Portfolio Open SharesLZFOXGlobal Small/Mid Stock
7.23%611.200%AverageNo Load$2,500

Lazard Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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