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Lazard Equity Franchise Open Shares LZFOX

Quantitative rating as of | See Lazard Investment Hub
  • NAV / 1-Day Return 10.10  /  1.08 %
  • Total Assets 178.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.70%
  • Turnover 73%

Morningstar’s Analysis LZFOX

Will LZFOX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Lazard Equity Franchise Open Shares's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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