LZSMX Rating, Research - Lazard International Small Cap Eq Open

Lazard International Small Cap Eq Open (lzsmx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 12

Threats + Weaknesses = 10

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

Fund Management Team

Fund Description Update

Lazard International Small Cap Eq Open (LZSMX) Description: LZSMX is a mutual fund, which is an investment that owns a basket of assets. The LZSMX 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. LZSMXs minimum initial investment amount is $2500 while the IRA minimum is $2500. LZSMXs expense ratio is roughly 1%. The latest LZSMXs front end load was 0% and the back end load was 0%. The Lazard International Small Cap Eq Open (LZSMX) mutual fund falls under the foreign small/mid value category. LZSMX focuses its investments in EU and Japan and LZSMX is not affiliated with a particular industry or fund sector. The Lazard International Small Cap Eq Open (LZSMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LZSMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LZSMXs 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 small-cap non-U.S. companies. It may invest up to 20% of assets in equity securities (see equity research) of larger companies. The fund may engage in foreign currency transactions and lending portfolio securities.


Management Analysis Update


Performance Analysis Update