About LZSIX
Lazard International Equity Select Portfolio Institutional Shares is a mutual fund focused on long-term capital appreciation by investing primarily in equity securities of large, non-U.S. companies. The fund targets firms with significant market capitalizations across developed markets, such as those found in Europe and Asia, but excludes the United States from its mandate. Its portfolio is diversified across multiple sectors, with notable holdings in technology, healthcare, financial services, energy, and industrials, as seen with allocations to companies like Taiwan Semiconductor Manufacturing, Unilever, and RELX. Structured as a foreign large blend fund, it aims to balance both growth and value characteristics, and typically maintains a concentrated portfolio where the top ten holdings represent a substantial share of total assets. This fund is designed for institutional investors seeking international equity exposure within a single, professionally managed vehicle, supporting diversification beyond domestic equities in a global context.
Fund Family Lazard
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LZSIX
Share Class Institutional Shares
Index MSCI AC World ex USA NR USD
LZSIX had a total return of 17.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.89%.
