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Lazard Opportunistic Strategies Instl LCAIX

Quantitative rating as of
  • NAV / 1-Day Return 9.64  /  0.21 %
  • Total Assets 53.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.03%
  • Turnover 94%

Morningstar’s Analysis LCAIX

Will LCAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in Lazard Opportunistic Strategies Instl's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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