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  •  Dow Up 0.86% Nasdaq Up 0.90%

    Lazard US Small-Mid Cap Equity Open (LZCOX)

    14.08 Up 0.11(0.79%) Mar 2
    Prev Close:13.97
    YTD Return*:-2.99%
    Net Assets*:178.79M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for LZCOX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Q2.072.87
    HAWK2.03-12.37
    EXR1.9412.81
    PACW1.90-2.78
    UBSI1.87-6.09

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:178.79M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:-2.99%
    5y Avg Return:14.33%
    Rank in Category (ytd):30
    % Rank in Category (ytd):3.79%
    Beta (3y):1.05
    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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