Lazard Small Mid Cap Fund Quote
| LZSCX Fund | USD 11.38 0.15 1.30% |
PerformanceGood
| Odds Of DistressLow
|
Lazard Us is trading at 11.38 as of the 22nd of July 2025; that is 1.3 percent down since the beginning of the trading day. The fund's open price was 11.53. Lazard Us has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The Portfolio invests primarily in equity securities, principally common stocks, of small cap US companies. The Investment Manager considers small cap companies to be those companies that, at the time of initial purchase by the Portfolio, have market capitalizations within the range of companies included in the Russell 2000 Index. More on Lazard Small Mid Cap
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Lazard Mutual Fund Highlights
| Fund Concentration | Lazard Funds, Large Funds, Small Blend Funds, Small Blend, Lazard (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lazard Small Mid Cap [LZSCX] is traded in USA and was established 22nd of July 2025. Lazard Us is listed under Lazard category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Lazard family. This fund now has accumulated 40.32 M in assets with minimum initial investment of 10 K. Lazard Small Mid is currently producing year-to-date (YTD) return of 0.84%, while the total return for the last 3 years was 6.75%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lazard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lazard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lazard Small Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lazard Small Mid Cap Mutual Fund Constituents
| SCHL | Scholastic | Stock | Communication Services | |
| VVV | Valvoline | Stock | Materials | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| EXP | Eagle Materials | Stock | Materials | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| RBC | RBC Bearings Incorporated | Stock | Industrials | |
| FCN | FTI Consulting | Stock | Industrials |
Lazard Small Mid Risk Profiles
| Mean Deviation | 1.01 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.7 |
Lazard Us Against Markets
Other Information on Investing in Lazard Mutual Fund
Lazard Us financial ratios help investors to determine whether Lazard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lazard with respect to the benefits of owning Lazard Us security.
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