Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Lazard Mutual Funds
View all of Lazard’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Lazard Mutual Funds List
1 to 25 of 44 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Institutional Shares | GLIFX | Infrastructure | −0.27% | 87 | 0.960% | Above Average | Institutional | $10,000 | ||
| Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | Diversified Emerging Mkts | 28.57% | 25 | 1.070% | Above Average | Institutional | $10,000 | ||
| Lazard Emerging Markets Equity Portfolio Open Shares | LZOEX | Diversified Emerging Mkts | 28.30% | 25 | 1.320% | Above Average | No Load | $2,500 | ||
| Lazard Emerging Markets Equity Portfolio R6 Shares | RLEMX | Diversified Emerging Mkts | 28.55% | 25 | 1.070% | High | Retirement, Large | $1M | ||
| Lazard Global Listed Infrastructure Portfolio Open Shares | GLFOX | Infrastructure | −0.47% | 89 | 1.210% | Above Average | No Load | $2,500 | ||
| Lazard Emerging Markets Equity Advantage Portfolio Open Shares | LEAOX | Diversified Emerging Mkts | 26.09% | 42 | 1.150% | Average | No Load | $2,500 | ||
| Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares | LEAIX | Diversified Emerging Mkts | 26.46% | 40 | 0.850% | Below Average | Institutional | $10,000 | ||
| Lazard Emerging Markets Equity Advantage Portfolio R6 Shares | READX | Diversified Emerging Mkts | 26.46% | 40 | 0.850% | Below Average | Retirement, Large | $1M | ||
| Lazard Global Small Cap Equity Portfolio Institutional Shares | LZISX | Global Small/Mid Stock | 19.92% | 14 | 1.030% | Average | Institutional | $10,000 | ||
| Lazard Global Small Cap Equity Portfolio Open Shares | LZSMX | Global Small/Mid Stock | 19.57% | 16 | 1.280% | Average | No Load | $2,500 | ||
| Lazard International Equity Portfolio R6 Shares | RLIEX | Foreign Large Blend | 9.49% | 66 | 0.800% | Above Average | Retirement, Large | $1M | ||
| Lazard Opportunistic Strategies Portfolio Open Shares | LCAOX | Tactical Allocation | 6.55% | 66 | 1.460% | Average | No Load | $2,500 | ||
| Lazard Developing Markets Equity Portfolio Open Shares | LDMOX | Diversified Emerging Mkts | 29.95% | 22 | 1.350% | Above Average | No Load | $2,500 | ||
| Lazard Real Assets Portfolio Open Shares | RALOX | Global Moderate Allocation | 9.84% | 20 | 1.080% | High | No Load | $2,500 | ||
| Lazard Real Assets Portfolio R6 Shares | RALYX | Global Moderate Allocation | 10.10% | 19 | 0.780% | Average | Institutional | $1M | ||
| Lazard US High Yield Portfolio R6 Shares | RLCIX | High Yield Bond | 1.02% | 27 | 0.550% | Below Average | Retirement, Large | $1M | ||
| Lazard Opportunistic Strategies Portfolio Institutional Shares | LCAIX | Tactical Allocation | 6.79% | 63 | 1.210% | Average | Institutional | $10,000 | ||
| Lazard International Equity Portfolio Institutional Shares | LZIEX | Foreign Large Blend | 9.52% | 66 | 0.830% | Average | Institutional | $10,000 | ||
| Lazard Developing Markets Equity Portfolio Institutiona Shares | LDMIX | Diversified Emerging Mkts | 30.22% | 21 | 1.100% | Above Average | Institutional | $10,000 | ||
| Lazard International Equity Portfolio Open Shares | LZIOX | Foreign Large Blend | 9.29% | 69 | 1.080% | Above Average | No Load | $2,500 | ||
| Lazard Real Assets Portfolio Institutional Shares | RALIX | Global Moderate Allocation | 9.96% | 19 | 0.830% | Above Average | Institutional | $10,000 | ||
| Lazard US High Yield Portfolio Institutional Shares | LZHYX | High Yield Bond | 1.03% | 26 | 0.550% | Low | Institutional | $10,000 | ||
| Lazard US High Yield Portfolio Open Shares | LZHOX | High Yield Bond | 0.89% | 31 | 0.800% | Average | No Load | $2,500 | ||
| Lazard International Quality Growth Portfolio Open Shares | OCMPX | Foreign Large Growth | −3.26% | 93 | 1.100% | Above Average | No Load | $2,500 | ||
| Lazard Equity Franchise Portfolio Open Shares | LZFOX | Global Small/Mid Stock | −1.81% | 96 | 1.200% | Average | No Load | $2,500 |
Lazard Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States