About GESIX
Lazard Global Equity Select Portfolio Institutional Shares is a global equity mutual fund focused on investing in listed equity securities of companies across both developed and emerging markets. The portfolio targets organizations that the investment manager believes demonstrate strong and/or improving financial fundamentals, aiming to capitalize on large-cap growth opportunities. It holds a diversified selection of approximately 76 holdings, concentrating about 27.6% of assets in its top 10 positions, which include prominent names in technology, financial services, and consumer sectors, such as Apple, Microsoft, and Visa. This fund is categorized as Global Large-Stock Growth, reflecting its core strategy of seeking long-term growth through investments in established companies with significant market influence and broad geographic reach. Serving institutional investors, the portfolio offers a relatively low expense ratio among peers, highlighting cost efficiency as a notable feature. By providing access to a broad range of global equities, the fund plays an important role for investors seeking diversification and exposure to worldwide economic trends within a single investment vehicle.
Fund Family Lazard Instl
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol GESIX
Share Class Institutional Shares
Index MSCI AC World NR USD
GESIX had a total return of 7.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.88%.
