• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.29% Nasdaq Down 0.03%

    Lazard US Small-Mid Cap Equity Instl (LZSCX)

    15.09 Down 0.04(0.26%) May 22
    Prev Close:15.13
    YTD Return*:4.56%
    Net Assets*:200.69M
    Yield*:0.06%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for LZSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UTHR1.7830.91
    ACGL1.764.27
    HAWK1.74-4.23
    UBSI1.741.66
    Q1.7312.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:200.69M
    Category:Small Blend
    Annual Report Expense Ratio (net):0.86%

    Performance & Risk

    YTD Return:4.56%
    5y Avg Return:12.88%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.63%
    Beta (3y):1.07
    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