• FirefoxUpgrade to the new Firefox »
  •  Dow Up 2.43% Nasdaq Up 2.24%

    Lazard US Small-Mid Cap Equity Open (LZCOX)

    16.13 Up 0.25(1.57%) Dec 18
    Prev Close:15.88
    YTD Return*:9.32%
    Net Assets*:289.73M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for LZCOX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PACW1.9111.96
    Q1.9124.17
    HAWK1.8044.34
    TAM1.7628.50
    EXR1.7144.55

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:289.73M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:9.32%
    5y Avg Return:15.68%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.41%
    Beta (3y):1.10
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback