Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX)

$17.44
F Fund
- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEmerging Markets
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Lazard Emerging Markets Equity Portfolio Institutional Shares 29 0.73 -5.63% -19.91% 1.09%
Emerging Markets 27 0.69 10.32% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 16.81% 10.31% 6.50%
Year-to-Date -5.63% 10.32% -15.94%
1 Year 1.36% 17.84% -16.48%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

29%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 29% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.09%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,365

Real cost (fees + lost compounding)

$1,691

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
-15.23%