Nasdaq - Delayed Quote USD

Lazard International Quality Gr Open (OCMPX)

17.50
+0.12
+(0.69%)
As of 8:06:51 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 10.27%
5y Average Return 9.62%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 29, 2025) 29.66%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 29.66%
Worst 3Y Total Return -0.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OCMPX
Category
YTD
5.80%
7.01%
1-Month
3.90%
0.44%
3-Month
-0.47%
6.77%
1-Year
12.72%
34.50%
3-Year
7.63%
13.81%
5-Year
10.05%
13.83%
10-Year
0.00%
8.22%
Last Bull Market
9.09%
17.48%
Last Bear Market
-15.37%
-22.43%

Annual Total Return (%) History

Year
OCMPX
Category
2025
--
--
2024
5.38%
--
2023
17.57%
--
2022
-20.31%
--
2021
9.69%
--
2020
23.63%
25.48%
2019
29.66%
27.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.83% -- -- --
2024 5.24% -1.23% 9.21% -7.17%
2023 8.26% 3.85% -7.61% 13.19%
2022 -9.22% -15.37% -8.65% 13.56%
2021 2.45% 7.61% -0.70% 0.20%
2020 -18.34% 18.20% 12.94% 13.41%
2019 12.90% 6.29% -1.50% 9.70%

Rank in Category (By Total Return)

YTD 65
1-Month 63
3-Month 77
1-Year 34
3-Year 45
5-Year 32

Load Adjusted Returns

1-Year 12.72%
3-Year 7.63%
5-Year 10.05%
10-Year --

Performance & Risk

YTD Return 10.27%
5y Average Return 9.62%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family Lazard
Net Assets 374.9M
YTD Return 5.80%
Yield 0.38%
Morningstar Rating
Inception Date Feb 22, 2023

Fund Summary

The Portfolio invests primarily in equity securities of non-U.S. companies, including those whose principal business activities are located in emerging market countries. The Investment Manager seeks to realize the Portfolio's investment objective primarily by investing in companies that the Investment Manager considers to be quality growth businesses. The Portfolio may invest in securities of companies across the capitalization spectrum.

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