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 Dow Down 0.42% Nasdaq Down 0.05%

Lazard US Small-Mid Cap Equity Instl (LZSCX)

16.76 Down 0.06(0.36%) Jul 29
Prev Close:16.82
YTD Return*:8.58%
Net Assets*:311.76M
Yield*:0.06%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for LZSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
KRC1.8525.81
PACW1.853.58
AAP1.7021.66
Q1.6815.58
EXR1.6628.93

Fund Basics

Morningstar Overall Rating:
Total Assets:311.76M
Category:Small Blend
Annual Report Expense Ratio (net):0.86%

Performance & Risk

YTD Return:8.58%
5y Avg Return:20.19%
Rank in Category (ytd):3
% Rank in Category (ytd):0.41%
Beta (3y):1.32
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 US 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 US companies. The fund may invest up to 20% of its assets in securities of larger or smaller US or non-US companies. View More
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