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 (15), Martin Flood (11), Sean J. Gallagher (2), 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 | 0.54% | |||
| Dividend | LZSCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.01% | |||
| Asset Allocation | LZSCX-NASDAQ | Click to Compare |
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| Cash | 0.56% | |||
| Stock | 99.44% | |||
| U.S. Stock | 97.57% | |||
| Non-U.S. Stock | 1.87% | |||
| 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 | 2.32% | |||
| 30-Day Total Return | 3.74% | |||
| 60-Day Total Return | 9.44% | |||
| 90-Day Total Return | 11.21% | |||
| Year to Date Total Return | 9.44% | |||
| 1-Year Total Return | 17.02% | |||
| 2-Year Total Return | 20.34% | |||
| 3-Year Total Return | 27.44% | |||
| 5-Year Total Return | 27.33% | |||
| 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 | $12.75 | |||
| 1-Month Low NAV | $12.28 | |||
| 1-Month High NAV | $12.78 | |||
| 52-Week Low NAV | $9.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.81 | |||
| 52-Week High Price (Date) | Jan 22, 2026 | |||
| Beta / Standard Deviation | LZSCX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 16.34 | |||
| Balance Sheet | LZSCX-NASDAQ | Click to Compare |
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| Total Assets | 35.11M | |||
| Operating Ratios | LZSCX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 100.00% | |||
| Performance | LZSCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.52% | |||
| Last Bear Market Total Return | -15.16% | |||