| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
4
5
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 26 Foreign Small/Mid Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 29.56 percent over the past year, and 12.57 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 29.6% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund invests primarily in equity securities, principally common stocks, of infrastructure companies and concentrates its investments in industries represented by infrastructure companies. It invests at least 80% of its assets in equity securities of infrastructure companies, which consist of utilities, pipelines, toll roads, airports, railroads, ports, telecommunications and other infrastructure companies, with securities listed on a national or other recognized securities exchange.
Fees
Fees are Above Average compared to funds in the same category.
Lazard Global Listed Infrastructure Fund has an expense ratio of 1.50 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
