Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Tuesday, December 1, 2009, 3:13PM ET - U.S. Markets close in 47 mins.. Dow Up 1.35% Nasdaq Up 1.56%
Lazard International Small Cap Eq Instl (LZISX)On Nov 30: 6.71  Up 0.02 (0.30%)  
MORE ON LZISX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Oct-09Get Profile for:
Lazard International Small Cap Eq Instl
30 Rockefeller Plaza United States
Map
Phone: 800-986-3455
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Foreign Small/Mid Value
Fund Family:Lazard
Net Assets:34.83M
Year-to-Date Return:37.29%
Yield:2.11%
Morningstar Rating:2 stars
Fund Inception Date:01-Dec-93
MORNINGSTAR STYLE BOX 
Foreign Small/Mid Value
[View Category Definition]
View Top Foreign Small/Mid Value Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
John R. Reinsberg
Lead Manager since 01-Dec-93
John R. Reinsberg, a Deputy Chairman of the Investment Manager, is responsible for oversight of International and Global strategies. He also is a portfolio manager/analyst on the Investment Manager?s Global Equity and International Equity teams. Prior to joining the Investment Manager in 1992, he served as Executive Vice President of General Electric Investment Corporation and Trustee of the General Electric Pension Trust. Mr. Reinsberg began working in the investment field in 1981.
INVESTMENT INFORMATION 
Min Initial Investment:$100,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$50
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
LZISX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of small-cap non-U.S. companies. It may invest up to 20% of assets in equity securities of larger companies. The fund may engage in foreign currency transactions and lending portfolio securities.
FUND OPERATIONS 
Last Dividend (22-Dec-08): 0.14
Last Cap Gain (25-Aug-08): 0.51
Annual Holdings Turnover 61.00%
Average for Category: 58.94%
FEES & EXPENSES 
ExpenseLZISXCategory
Avg
Total Expense Ratio:0.98% 1.48%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.31%
Max Deferred Sales Load:% 2.38%
3 Yr Expense Projection*: $ 312$597
5 Yr Expense Projection*: $ 542$948
10 Yr Expense Projection*: $ 1,201$1,934
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials