The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Lazard US Small Cap Equity Select Instl LZSCX
- NAV / 1-Day Return 13.30 / +1.37 %
- Total Assets 40.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.00
- Turnover 53%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 11:49 PM GMT+0
Morningstar’s Analysis LZSCX
Will LZSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 3.14 | 1.2 Mil | Cash and Equivalents |
StepStone Group Inc Ordinary Shares - Class A | 2.23 | 863,742 | Financial Services |
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Wintrust Financial Corp | 2.00 | 774,583 | Financial Services |
Reinsurance Group of America Inc | 1.87 | 724,603 | Financial Services |
Brixmor Property Group Inc | 1.77 | 687,274 | Real Estate |
Enovis Corp | 1.71 | 662,722 | Industrials |
United Therapeutics Corp | 1.70 | 658,761 | Healthcare |
Graphic Packaging Holding Co | 1.70 | 658,657 | Consumer Cyclical |
DigitalOcean Holdings Inc | 1.69 | 656,984 | Technology |