Lazard Global Listed Infrastructure Portfolio

5 / 5 Stars
5 5 5 2 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
A+ (Buy)

#1 in Foreign Small/Mid Blend

U.S. News evaluated 30 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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The fund has returned 27.81 percent over the past year, and 16.44 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 14.0%
1 Year 27.8%
3 Years (Annualized) 16.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 are Above Average compared to funds in the same category.
Lazard Global Listed Infrastructure Portfolio has an expense ratio of 1.01 percent.

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

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