| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
3
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 37 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.
Performance
The fund has returned 19.10 percent over the past year, 11.08 percent over the past three years, 0.80 percent over the past five years, and 9.68 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 0.8% |
| 10 Years (Annualized) | 9.7% |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of relatively small non-U.S. companies that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. The Investment Manager considers "small non-U.S. companies" to be those non-U.S. companies with market capitalizations, at the time of initial purchase by the Portfolio, below $5 billion or in the range of the smallest 10% of companies included in the MSCI EAFE Index. Under normal circumstances, it invests at least 80% of its assets in equity securities of small cap companies.
Fees
Fees are Below Average compared to funds in the same category.
Lazard International SMALL CAP Equity Portfolio has an expense ratio of 1.43 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
