Lazard US Small Cap Equity Select Portfolio Institutional Shares
LZSCX
NASDAQ
Weiss Ratings | LZSCX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | LZSCX-NASDAQ | Click to Compare |
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Provider | Lazard | |||
Manager/Tenure (Years) | Michael DeBernardis (14), Martin Flood (10), Sean J. Gallagher (1), 1 other | |||
Website | http://www.lazardassetmanagement.com | |||
Fund Information | LZSCX-NASDAQ | Click to Compare |
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Fund Name | Lazard US Small Cap Equity Select Portfolio Institutional Shares | |||
Category | Small Blend | |||
Sub-Category | US Equity Small Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Oct 30, 1991 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 10,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | LZSCX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | LZSCX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.08% | |||
Asset Allocation | LZSCX-NASDAQ | Click to Compare |
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Cash | 0.96% | |||
Stock | 99.04% | |||
U.S. Stock | 99.04% | |||
Non-U.S. Stock | 0.00% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | LZSCX-NASDAQ | Click to Compare |
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7-Day Total Return | 3.65% | |||
30-Day Total Return | -2.44% | |||
60-Day Total Return | -5.93% | |||
90-Day Total Return | -14.51% | |||
Year to Date Total Return | -9.86% | |||
1-Year Total Return | -2.66% | |||
2-Year Total Return | 13.01% | |||
3-Year Total Return | 2.57% | |||
5-Year Total Return | 57.46% | |||
Price | LZSCX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | LZSCX-NASDAQ | Click to Compare |
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Nav | $10.78 | |||
1-Month Low NAV | $9.24 | |||
1-Month High NAV | $10.78 | |||
52-Week Low NAV | $9.24 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $14.28 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | LZSCX-NASDAQ | Click to Compare |
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Beta | 1.13 | |||
Standard Deviation | 20.48 | |||
Balance Sheet | LZSCX-NASDAQ | Click to Compare |
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Total Assets | 34.57M | |||
Operating Ratios | LZSCX-NASDAQ | Click to Compare |
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Expense Ratio | 0.95% | |||
Turnover Ratio | 99.00% | |||
Performance | LZSCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 18.52% | |||
Last Bear Market Total Return | -15.16% | |||