About LZISX
Lazard International Small Cap Equity Portfolio Institutional Shares is a mutual fund focused on international small-cap equities. The portfolio employs a disciplined bottom-up stock selection approach, seeking to achieve long-term capital appreciation by investing primarily in small-cap companies located outside the United States. Its holdings span a wide range of developed and, to a lesser extent, emerging markets, targeting firms with a market capitalization typically within or below the MSCI EAFE Small Cap Index range, generally between $300 million and $5 billion. The fund features exposure to diverse sectors, including financial services, consumer cyclical, technology, utilities, and industrials, resulting in a broad sector allocation. Designed for institutional investors, this share class offers a lower expense ratio relative to peers, contributing to its competitive cost structure. By focusing on small-cap stocks from international markets, the portfolio provides investors access to growth opportunities and diversification beyond larger companies and U.S. markets.
Fund Family Lazard
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LZISX
Share Class Institutional Shares
Index MSCI EAFE Small Cap NR USD
LZISX had a total return of 14.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.59%.
