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  •  Dow Down 0.36% Nasdaq Down 0.27%

    Lazard US Small-Mid Cap Equity Open (LZCOX)

    14.19 Down 0.06(0.42%) Jul 2
    Prev Close:14.19
    YTD Return*:6.13%
    Net Assets*:208.27M
    Yield*:N/A

    * As of 31-May-15

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

    Headlines

    • No Headlines available for LZCOX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UTHR1.78N/A
    ACGL1.76N/A
    HAWK1.74N/A
    UBSI1.74N/A
    Q1.73N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:208.27M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:6.13%
    5y Avg Return:14.49%
    Rank in Category (ytd):11
    % Rank in Category (ytd):1.39%
    Beta (3y):1.06
    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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