2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#87 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend 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 25.06 percent over the past year, 8.13 percent over the past three years, 22.17 percent over the past five years, and 7.25 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||7.2%|
The investment seeks long-term capital appreciation. The Portfolio invests primarily in a focused portfolio of equity securities, principally common stocks, of mid cap US companies that the Investment Manager believes have strong and/or improving financial productivity and are undervalued based on their earnings, cash flow or asset values. It invests at least 80% of its assets in equity securities of medium-size (mid cap) US companies. The Portfolio may invest up to 20% of its assets in equity securities of larger or smaller US or non-US companies. It is non-diversified.
Fees are Low compared to funds in the same category.
Lazard US Mid Cap Equity Portfolio R6 has an expense ratio of 0.98 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.