Lazard US Sustainable Equity Portfolio Institutional Shares
SUSTX
NASDAQ
| Weiss Ratings | SUSTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SUSTX-NASDAQ | Click to Compare |
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| Provider | Lazard | |||
| Manager/Tenure (Years) | Martin Flood (5), Jessica Kittay (5), Andrew Lacey (5), 3 others | |||
| Website | http://www.lazardassetmanagement.com | |||
| Fund Information | SUSTX-NASDAQ | Click to Compare |
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| Fund Name | Lazard US Sustainable Equity Portfolio Institutional Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 30, 2020 | |||
| 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 | SUSTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.54% | |||
| Dividend | SUSTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.23% | |||
| Asset Allocation | SUSTX-NASDAQ | Click to Compare |
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| Cash | 1.92% | |||
| Stock | 98.07% | |||
| U.S. Stock | 96.51% | |||
| Non-U.S. Stock | 1.56% | |||
| 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 | SUSTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.09% | |||
| 30-Day Total Return | 3.63% | |||
| 60-Day Total Return | 6.70% | |||
| 90-Day Total Return | 12.24% | |||
| Year to Date Total Return | 4.49% | |||
| 1-Year Total Return | 7.59% | |||
| 2-Year Total Return | 21.42% | |||
| 3-Year Total Return | 35.28% | |||
| 5-Year Total Return | 69.10% | |||
| Price | SUSTX-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 | SUSTX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $14.54 | |||
| 1-Month High NAV | $15.08 | |||
| 52-Week Low NAV | $12.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.59 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | SUSTX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 15.68 | |||
| Balance Sheet | SUSTX-NASDAQ | Click to Compare |
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| Total Assets | 9.24M | |||
| Operating Ratios | SUSTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 28.00% | |||
| Performance | SUSTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.05% | |||
| Last Bear Market Total Return | -14.00% | |||