Morningstar

Lazard US Equity Focus Portfolio Open Shares LZUOX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Lazard Investment Hub
  • NAV / 1-Day Return $18.53  /  +0.65 %
  • Fund Size $77.9M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.32%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis LZUOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard US Equity Focus Open holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LZUOX

More LZUOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.08 6M
Technology

Microsoft Corp

7.97 6M
Technology

Amazon.com Inc

6.59 5M
Consumer Cyclical

Alphabet Inc Class A

6.40 5M
Communication Services

NVIDIA Corp

5.55 4M
Technology

Lazard Govt Mny Mmkt Ins Lzixx

3.91 3M
Cash and Equivalents

Intercontinental Exchange Inc

3.75 3M
Financial Services

Danaher Corp

3.55 3M
Healthcare

Visa Inc Class A

3.30 3M
Financial Services

Analog Devices Inc

3.16 2M
Technology

Sponsor Center