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OTC Markets OTCPK - Delayed Quote USD

Lazard Digital Health J Acc USD (0P0001OFKS)

73.84
+1.87
+(2.60%)
At close: May 2 at 4:00:00 PM EDT

Fund Summary

Lazard Digital Health J Acc USD

Milano
0039 02 8699 8611

Fund Overview

Category --
Fund Family Lazard Fund Managers (Ireland) Ltd
Net Assets --
YTD Return -2.55%
Yield 0.00%
Morningstar Rating
Inception Date Feb 13, 2023

Fund Operations

Fees & Expenses

Expense 0P0001OFKS Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ryan P. Hutchinson is a Portfolio Manager/Analyst on the Lazard Digital Health strategy and member of Lazard’s Multi-Asset investment team. He began working in the investment field in 1999. Prior to joining Lazard in 2020 Ryan was a Portfolio Manager for Global Thematic Partners’ Digital Health strategy and Global Thematic Equity strategy. Before joining Global Thematic Partners in 2010, Ryan was an Analyst at Deutsche Asset Management covering the technology sector and a Portfolio Manager for the DWS Communications Fund. He has a BS in Finance from Syracuse University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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