Dow Up 0.07% Nasdaq Up 0.61%

Lazard US Small-Mid Cap Equity Open (LZCOX)

16.22 Down 0.01(0.06%) Nov 26
Prev Close:16.23
YTD Return*:8.44%
Net Assets*:285.20M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for LZCOX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PACW1.913.96
Q1.9128.72
HAWK1.8039.79
TAM1.7628.10
EXR1.7142.80

Fund Basics

Morningstar Overall Rating:
Total Assets:285.2M
Category:Small Blend
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:8.44%
5y Avg Return:16.34%
Rank in Category (ytd):2
% Rank in Category (ytd):0.27%
Beta (3y):1.11
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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