LZIOX – Lazard International Equity Open Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities. Equity security investments primarily include common stocks and also may include American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LZIOX	Lazard International Equity Portfolio Open Shares	No Load	Open			Jan 23, 1997	$79.29M	1.080%	Above Average	$2,500	−$345,391.40
LZIEX	Lazard International Equity Portfolio Institutional Shares	Institutional	Open			Oct 29, 1991	$1.06B	0.830%	Average	$10,000	−$69.90M
RLIEX	Lazard International Equity Portfolio R6 Shares	Retirement, Large	Open			Apr 1, 2015	$103.56M	0.800%	Above Average	$1M	$6.50M

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