C
Lazard US Sustainable Equity Portfolio Institutional Shares SUSTX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SUSTX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C+
Company Info SUSTX-NASDAQ Click to
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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
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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
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Dividend Yield 0.54%
Dividend SUSTX-NASDAQ Click to
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Dividend Yield (Forward) 1.23%
Asset Allocation SUSTX-NASDAQ Click to
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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
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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
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Closing Price --
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NAV SUSTX-NASDAQ Click to
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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
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Beta 0.96
Standard Deviation 15.68
Balance Sheet SUSTX-NASDAQ Click to
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Total Assets 9.24M
Operating Ratios SUSTX-NASDAQ Click to
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Expense Ratio 0.75%
Turnover Ratio 28.00%
Performance SUSTX-NASDAQ Click to
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Last Bull Market Total Return 13.05%
Last Bear Market Total Return -14.00%