Lazard International Strategic Equity Portfolio R6

Scorecard
5 / 5 Stars
Lipper
5 5 2 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C- (Hold)

#3 in Foreign Large Blend

U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.35 percent over the past year, 11.57 percent over the past three years, and 20.96 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 22.3%
3 Years (Annualized) 11.6%
5 Years (Annualized) 21.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of non-US companies whose principal activities are located in countries represented by the MSCI EAFE Index that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. It may invest up to 15% of its assets in securities of companies whose principal business activities are located in emerging market countries. Under normal circumstances, the fund invests at least 80% of its assets in equity securities.

Fees

Fees are Above Average compared to funds in the same category.
Lazard International Strategic Equity Portfolio R6 has an expense ratio of 0.86 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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