Morningstar

Lazard US Equity Focus Instl LZUSX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 17.54  /  +0.57 %
  • Total Assets 93.0 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.75%
  • Turnover 38%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis LZUSX

Will LZUSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LZUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LZUSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LZUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lazard US Equity Focus Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LZUSX

More LZUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.82 10.0 Mil
Technology

Amazon.com Inc

7.20 6.6 Mil
Consumer Cyclical

Alphabet Inc Class A

6.65 6.1 Mil
Communication Services

Apple Inc

4.82 4.4 Mil
Technology

Intercontinental Exchange Inc

4.09 3.8 Mil
Financial Services

Danaher Corp

3.99 3.7 Mil
Healthcare

UnitedHealth Group Inc

3.89 3.6 Mil
Healthcare

Visa Inc Class A

3.85 3.5 Mil
Financial Services

The Goldman Sachs Group Inc

3.79 3.5 Mil
Financial Services

Marsh & McLennan Companies Inc

3.60 3.3 Mil
Financial Services

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