3 / 5 Stars
3 3 4 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#121 in Large Value
U.S. News evaluated 313 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.13 percent over the past year, 15.92 percent over the past three years, and 14.04 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||25.6%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||14.0%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Lazard US Equity Concentrated Portfolio has an expense ratio of 0.93 percent.
Risk is Average compared to funds in the same category according to Morningstar.