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  •  Dow Up 1.31% Nasdaq Up 0.98%

    Lazard US Small-Mid Cap Equity Instl (LZSCX)

    13.88 Up 0.12(0.87%) Jan 29
    Prev Close:13.76
    YTD Return*:11.39%
    Net Assets*:173.32M
    Yield*:0.06%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for LZSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Q2.070.41
    HAWK2.03-4.61
    EXR1.940.51
    PACW1.900.70
    UBSI1.87-1.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.32M
    Category:Small Blend
    Annual Report Expense Ratio (net):0.86%

    Performance & Risk

    YTD Return:11.39%
    5y Avg Return:14.26%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.41%
    Beta (3y):1.08
    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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