Lazard US Equity Concentrated Portfolio

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

#67 in Large Blend

U.S. News evaluated 481 Large 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 23.96 percent over the past year, 15.90 percent over the past three years, and 17.29 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 9.1%
1 Year 24.0%
3 Years (Annualized) 15.9%
5 Years (Annualized) 17.3%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of US companies. It invests primarily in equity securities, principally common stocks, of US companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. It seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Lazard US Equity Concentrated Portfolio has an expense ratio of 0.85 percent.

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Risk

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

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