Lazard Global Listed Infrastructure Portfolio

Scorecard
5 / 5 Stars
Lipper
5 5 5 1 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 28 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.

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Performance

The fund has returned 25.96 percent over the past year, and 14.17 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 6.2%
1 Year 26.0%
3 Years (Annualized) 14.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 Portfolio has an expense ratio of 1.50 percent.

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Risk

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

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