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Lazard US Small Cap Equity Select Portfolio R6 (LZSCX)

9.60
-0.48
(-4.76%)
At close: April 4 at 8:03:54 PM EDT
Loading Chart for LZSCX
  • Previous Close 10.08
  • YTD Return -9.70%
  • Expense Ratio 0.95%
  • Category Small Blend
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 33.43M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 99.00%
  • Last Dividend 0.03
  • Inception Date Jan 8, 2020

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.

Lazard

Fund Family

Small Blend

Fund Category

33.43M

Net Assets

2020-01-08

Inception Date

Performance Overview: LZSCX

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Trailing returns as of 4/4/2025. Category is Small Blend.

YTD Return

LZSCX
9.70%
Category
20.19%
 

1-Year Return

LZSCX
6.08%
Category
60.18%
 

3-Year Return

LZSCX
0.50%
Category
11.32%
 

5-Year Return

LZSCX
11.68%
Category
13.88%
 

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Holdings: LZSCX

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Sector Weightings

SectorLZSCX
Industrials   19.79%
Healthcare   16.74%
Technology   14.11%
Energy   5.51%
Real Estate   4.69%
Utilities   0.00%

Recent News: LZSCX

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Research Reports: LZSCX

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