Dow Up 0.26% Nasdaq Down 1.07%

Lazard US Small-Mid Cap Equity Instl (LZSCX)

16.16 Down 0.13(0.80%) Sep 15
Prev Close:16.29
YTD Return*:8.18%
Net Assets*:284.72M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for LZSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
KRC1.8527.76
PACW1.852.04
AAP1.7024.68
Q1.6820.59
EXR1.6628.74

Fund Basics

Morningstar Overall Rating:
Total Assets:284.72M
Category:Small Blend
Annual Report Expense Ratio (net):0.86%

Performance & Risk

YTD Return:8.18%
5y Avg Return:17.49%
Rank in Category (ytd):4
% Rank in Category (ytd):0.54%
Beta (3y):1.27
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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