LZEMX Rating, Research - Lazard Emerging Markets Equity Instl

Lazard Emerging Markets Equity Instl (lzemx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 6

Threats + Weaknesses = 3

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lzemx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Lazard Emerging Markets Equity Instl (LZEMX) Description: LZEMX is a mutual fund, which is an investment that owns a basket of assets. The LZEMX mutual fund was provided by Lazard and this investment vehicle derives the majority of its value from equity holdings (stocks). Lazards mutual fund has a long management tenure and is in the large fund size classification. LZEMXs minimum initial investment amount is $100000 while the IRA minimum is $0. LZEMXs expense ratio is roughly 1%. The latest LZEMXs front end load was 0% and the back end load was 0%. The Lazard Emerging Markets Equity Instl (LZEMX) mutual fund falls under the diversified emerging mkts category. LZEMX focuses its investments in China and India and LZEMX is not affiliated with a particular industry or fund sector. The Lazard Emerging Markets Equity Instl (LZEMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LZEMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LZEMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of companies whose principal business activities are located in emerging market countries but focuses on companies in Latin America, the Pacific Basin and Eastern Europe. It may also engage in foreign currency transactions and lending portfolio securities

Management Analysis Update

Lazard Emerging Markets Equity Instl's executives / managers make better investing decisions, because their assets are invested along side their client's. The lzemx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Lazard Emerging Markets Equity Instl has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update