Morningstar

Lazard US Equity Focus Instl LZUSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Lazard Investment Hub

Morningstar’s Analysis LZUSX

Will LZUSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LZUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LZUSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LZUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lazard US Equity Focus Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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