Lazard US Mid Cap Equity Open
30 Rockefeller Plaza United States
Map
Phone: 800-986-3455
| Category: | Mid-Cap Value | | Fund Family: | Lazard | | Net Assets: | 73.27M | | Year-to-Date Return: | 28.51% | | Yield: | 1.55% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-97 |
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Andrew D. Lacey
Lead Manager since
31-Jan-01 | | | Andrew D. Lacey, a Deputy Chairman of the Investment Manager, is responsible for oversight of U.S. and Global strategies. He also is a portfolio manager/analyst on the Investment Manager?s U.S. Strategic Equity, U.S. Equity Select, U.S. Equity Value, U.S. Mid Cap Equity and Global Equity teams. Mr. Lacey joined the Investment Manager in 1996, and has been working in the investment field since 1995. |
| 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 medium-sized U.S. companies with market capitalizations in the range of companies included in the Russell Mid-cap index. It may invest up to 20% of assets in the equity securities of larger capitalization companies. The fund may invest up to 15% of assets in non-U.S. equity securities. It may also engage in foreign currency transactions and lending portfolio securities. |
| Last Dividend
(22-Dec-08):
| 0.15 | | Last Cap Gain
(26-Dec-07):
| 1.32 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 91.15% |
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| Expense | LZMOX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 365 | $661 | | 5 Yr Expense Projection*: |
$ 633 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,398 | $2,042 |
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