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Morningstar

Lazard Opportunistic Strategies Instl LCAIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis LCAIX

Will LCAIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCAIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LCAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LCAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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