Morningstar

Lazard Emerging Markets Equity Advantage Portfolio Open Shares LEAOX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.72  /  +1.32 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.53%
  • Turnover Ratio 76%
NAV and 1-Day Return as of

Morningstar’s Analysis LEAOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Emerging Markets Eq Advtg Open holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings LEAOX

More LEAOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

14.91 178M
Technology

Samsung Electronics Co Ltd DR

8.61 103M
Technology

Lazard Govt Mny Mmkt Ins Lzixx

6.04 72M
Cash and Equivalents

SK hynix Inc

3.42 41M
Technology

Tencent Holdings Ltd

2.37 28M
Communication Services

SK Square

2.35 28M
Technology

MediaTek Inc

2.10 25M
Technology

Delta Electronics Inc

1.84 22M
Technology

Alibaba Group Holding Ltd Ordinary Shares

1.67 20M
Consumer Cyclical

Petroleo Brasileiro SA Petrobras

1.34 16M
Energy

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