Morningstar

Lazard Global Small Cap Equity Portfolio Open Shares LZSMX

Morningstar Medalist Rating
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Medalist Rating as of See Lazard Investment Hub
  • NAV / 1-Day Return $11.66  /  +3.19 %
  • Fund Size $17.1M
  • Adjusted Expense Ratio 1.280%
  • Net Expense Ratio 1.280%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 160%
NAV and 1-Day Return as of

Morningstar’s Analysis LZSMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Global Small Cap Eq 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LZSMX

More LZSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

4.42 851,038
Technology

Advanced Energy Industries Inc

4.08 785,996
Industrials

Cohu Inc

3.75 721,739
Technology

DigitalOcean Holdings Inc

3.67 706,433
Technology

Onto Innovation Inc

2.40 461,114
Technology

First Watch Restaurant Group Inc

2.22 426,713
Consumer Cyclical

Floor & Decor Holdings Inc Class A

2.10 404,960
Consumer Cyclical

Holding Co ADMIE (IPTO) SA

2.10 404,647
Utilities

Gold Circuit Electronics Ltd

2.02 388,091
Technology

Nichias Corp

1.97 378,225
Industrials

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