4 / 5 Stars
5 5 3 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#6 in Foreign Large Blend
U.S. News evaluated 200 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.03 percent over the past year, 10.55 percent over the past three years, 13.41 percent over the past five years, and 7.76 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of relatively large non-US companies with market capitalizations in the range of companies included in the Morgan Stanley Capital International ("MSCI®") Europe, Australasia and Far East ("EAFE®") Index. It invests at least 80% of its assets in equity securities. The Investment Manager looks for established companies in economically developed countries and may invest up to 15% of the Portfolio's assets in securities of companies whose principal business activities are located in emerging market countries.
Fees are Above Average compared to funds in the same category.
Lazard International Equity Portfolio R6 has an expense ratio of 0.95 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.