Lazard International Small Cap Equity Portfolio

Scorecard
3 / 5 Stars
Lipper
3 4 3 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

#4 in Foreign Small/Mid Growth

U.S. News evaluated 35 Foreign Small/Mid Growth 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 25.07 percent over the past year, 11.69 percent over the past three years, 22.41 percent over the past five years, and 7.47 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.5%
1 Year 25.1%
3 Years (Annualized) 11.7%
5 Years (Annualized) 22.4%
10 Years (Annualized) 7.5%

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Summary

The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of relatively small non-US companies that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. The Investment Manager considers "small non-US companies" to be those non-US companies with market capitalizations below $5 billion or in the range of the smallest 10% of companies included in the MSCI EAFE Index. The Portfolio may invest up to 25% of its assets in securities of companies whose principal business activities are located in emerging market countries.

Fees

Fees are Below Average compared to funds in the same category.
Lazard International Small Cap Equity Portfolio has an expense ratio of 1.13 percent.

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Risk

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

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