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.
- 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.