Lazard US Sustainable Equity Portfolio Institutional Shares
SUSTX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Lazard
Manager/Tenure
(Years)
(Years)
Martin Flood (5), Jessica Kittay (5), Andrew Lacey (5), 3 others
Address
Lazard Asset Management LLC
New York NY - 10112-6300
New York NY - 10112-6300
Country
United States
Phone Number
800-823-6300
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. Sustainable Companies. It may invest up to 20% of its assets in securities of non-U.S. companies, including those in emerging markets. Although the fund is classified as "diversified" under the Investment Company Act of 1940, as amended, it may invest in a smaller number of issuers than other, more diversified, investment portfolios.