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Lazard US Small-Mid Cap Equity Open (LZCOX)

15.33 Up 0.03(0.20%) Oct 24
Prev Close:15.30
YTD Return*:2.24%
Net Assets*:267.88M
Yield*:N/A

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LZCOX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PACW1.91-1.35
Q1.9117.74
HAWK1.8024.58
TAM1.7628.65
EXR1.7125.23

Fund Basics

Morningstar Overall Rating:
Total Assets:267.88M
Category:Small Blend
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:2.24%
5y Avg Return:14.40%
Rank in Category (ytd):2
% Rank in Category (ytd):0.27%
Beta (3y):1.21
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of small to mid cap U.S. companies. The Investment Manager considers "small-mid cap companies" to be those companies that have market capitalizations within the range of companies included in the Russell 2500® Index. It invests at least 80% of its assets in equity securities of small-mid cap U.S. companies. The fund may invest up to 20% of its assets in securities of larger or smaller U.S. or non-U.S. companies. View More
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