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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Lazard US Small-Mid Cap Equity Open (LZCOX)

    12.98 Down 0.23(1.74%) Jan 30
    Prev Close:13.21
    YTD Return*:11.01%
    Net Assets*:173.32M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for LZCOX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Q2.070.41
    HAWK2.03-4.61
    EXR1.940.51
    PACW1.900.70
    UBSI1.87-1.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.32M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:11.01%
    5y Avg Return:13.91%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.41%
    Beta (3y):1.08
    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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