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Nasdaq - Delayed Quote USD
Lazard US Small Cap Equity Select Portfolio R6 (LZCOX)
8.34
-0.42
(-4.79%)
At close: April 4 at 8:03:54 PM EDT
Fund Summary
The Portfolio invests primarily in equity securities, principally common stocks, of small cap US companies. The Investment Manager considers “small cap companies” to be those companies that, at the time of initial purchase by the Portfolio, have market capitalizations within the range of companies included in the Russell 2000® Index. It invests at least 80% of its assets in equity securities of small-mid cap U.S. companies. The fund may invest up to 20% of its assets in securities of larger or smaller U.S. or non-U.S. companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.37% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -19.73% |
| 5y Average Return | 10.40% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LZCOX | Category Average | LZCOX | Category Average | LZCOX | Category Average | |
| Alpha | -9.26 | -0.09 | -6.26 | -0.06 | -7.49 | -0.06 |
| BETA | 1.07 | 0.01 | 1.02 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.11 | 0.01 | 1.06 | 0.01 | 0.55 | 0.01 |
| R-squared | 79.5 | 0.83 | 76.97 | 0.77 | 78.85 | 0.78 |
| Standard Deviation | 20.72 | 0.26 | 19.67 | 0.21 | 18.9 | 0.19 |
| Sharpe Ratio | -0.16 | 0 | 0.5 | 0.01 | 0.24 | 0.01 |
| Treynor Ratio | -5.02 | 0.08 | 8.38 | 0.1 | 2.62 | 0.09 |
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