Morningstar

Lazard US Small Cap Equity Select R6 RLSMX

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 13.35  /  +1.37 %
  • Total Assets 40.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 1:01 AM GMT+0

Morningstar’s Analysis RLSMX

Will RLSMX 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 RLSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RLSMX 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 RLSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lazard US Small Cap Equity Select R6’s management team is rated Average, but a solid investment process 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 RLSMX

More RLSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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