LZIOX Rating, Research - Lazard International Equity Open

Lazard International Equity Open (lziox)

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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 = 67

Threats + Weaknesses = 57

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

Fund Management Team

Fund Description Update

Lazard International Equity Open (LZIOX) Description: LZIOX is a mutual fund, which is an investment that owns a basket of assets. The LZIOX 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 small fund size classification. LZIOXs minimum initial investment amount is $2500 while the IRA minimum is $2500. LZIOXs expense ratio is roughly 1%. The latest LZIOXs front end load was 0% and the back end load was 0%. The Lazard International Equity Open (LZIOX) mutual fund falls under the foreign large-cap value category. LZIOX focuses its investments in EU and Japan and LZIOX is not affiliated with a particular industry or fund sector. The Lazard International Equity Open (LZIOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LZIOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LZIOXs 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 equities of relatively large non-U.S. companies with market capitalizations in the range of companies included in the MSCI EAFE Index. It may invest up to 30% of assets in securities of companies whose principal business activities are located in emerging-market countries. The fund may lend portfolio securities.

Management Analysis Update

Lazard International Equity Open's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update