Nasdaq - Delayed Quote USD

Lazard US Equity Focus Open (LZUOX)

16.77 -0.06 (-0.36%)
As of 8:05 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It may invest up to 20% of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. It is non-diversified.

Lazard US Equity Focus Open

New York, NY 10112
30 Rockefeller Plaza
800-823-6300

Fund Overview

Category Large Blend
Fund Family Lazard
Net Assets 89.04M
YTD Return 6.59%
Yield 0.57%
Morningstar Rating
Inception Date Dec 30, 2004

Fund Operations

Last Dividend 0.09
Last Cap Gain 29.00
Holdings Turnover 38.00%
Average for Category --

Fees & Expenses

Expense LZUOX Category Average
Annual Report Expense Ratio (net) 0.70% 0.78%
Prospectus Net Expense Ratio 0.70% --
Prospectus Gross Expense Ratio 0.80% --
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

Andrew D. Lacey, Lead Manager since December 30, 2004
Andrew Lacey is a Managing Director and a Portfolio Manager/Analyst on various US equity strategies as well as Global Equity Select. He began working in the investment field upon joining the firm in 1995 as a Research Analyst covering the technology sector. Andrew has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Prior to joining Lazard, Andrew was a teacher at the Pingry School and Buckingham Browne & Nichols for five years. He continues to be involved in education as a board member for KIPP New Jersey and Link Education Partners.

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. MORNING_STAR_STYLE_BOX

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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