Lazard US Realty Equity Instl (LREIX)
17.66 0.02(0.11%) Dec 10
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for LREIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.20%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||61|
|% Rank in Category (ytd):||23.02%|
|Morningstar Risk Rating:||5|
The investment seeks primarily long-term capital appreciation, with current income, including interest and dividends from portfolio securities, as a secondary objective.
The fund invests at least 80% of its assets in equity securities (including common, convertible and preferred stocks) of US Realty Companies, as well as certain synthetic instruments related to US Realty Companies. It may invest in issuers of any market capitalization and securities of any maturity. The fund also may invest up to 20% of its assets in equity and fixed income securities and instruments of companies or entities. It is non-diversified. View More