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    Lazard US Small-Mid Cap Equity Instl (LZSCX)

    14.97 Down 0.12(0.80%) Apr 27
    Prev Close:14.97
    YTD Return*:6.12%
    Net Assets*:198.43M
    Yield*:0.06%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for LZSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UTHR1.7834.69
    ACGL1.764.60
    HAWK1.74-5.95
    UBSI1.740.99
    Q1.7315.29

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:198.43M
    Category:Small Blend
    Annual Report Expense Ratio (net):0.86%

    Performance & Risk

    YTD Return:6.12%
    5y Avg Return:14.50%
    Rank in Category (ytd):8
    % Rank in Category (ytd):1.03%
    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
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