Lazard US Mid Cap Equity Portfolio R6

Scorecard
2 / 5 Stars
Lipper
1 1 4 2 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 135 Mid-Cap 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 22.21 percent over the past year, 9.98 percent over the past three years, 16.57 percent over the past five years, and 6.97 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.5%
1 Year 22.2%
3 Years (Annualized) 10.0%
5 Years (Annualized) 16.6%
10 Years (Annualized) 7.0%

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Summary

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

Fees are Above Average compared to funds in the same category.
Lazard US Mid Cap Equity Portfolio R6 has an expense ratio of 1.35 percent.

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Risk

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

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