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% | |||