Lazard Emerging Markets Equity Open
30 Rockefeller Plaza United States
Map
Phone: 800-986-3455
| Category: | Diversified Emerging Mkts | | Fund Family: | Lazard | | Net Assets: | 3.28B | | Year-to-Date Return: | 62.99% | | Yield: | 2.30% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Jan-97 |
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James Donald
Lead Manager since
30-Nov-01 | | | James M. Donald, a Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager?s Emerging Markets Equity team and Head of the Emerging Markets Group. Prior to joining the Investment Manager in 1996, Mr. Donald was a portfolio manager with Mercury Asset Management. Mr. Donald is a CFA Charterholder. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies whose principal business activities are located in emerging market countries but focuses on companies in Latin America, the Pacific Basin and Eastern Europe. It may also engage in foreign currency transactions and lending portfolio securities. |
| Last Dividend
(22-Dec-08):
| 0.43 | | Last Cap Gain
(22-Dec-08):
| 0.60 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 86.94% |
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| Expense | LZOEX | Category
Avg | | Total Expense Ratio: | %
| 1.73% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.55% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $744 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,148 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,313 |
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0.20% Nasdaq 
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