Lazard International Strategic Equity Ptf Open Shares (LISOX) Research

This fund primarily invests in equity securities, mainly common stocks, of companies located outside the U.S. It focuses on businesses whose core operations are based in countries within the MSCI EAFE Index, which the Investment Manager considers undervalued based on factors like their earnings, cash flow, or asset valuations. Up to 15% of the fund's assets may be allocated to securities of companies whose principal activities are in emerging market nations. Typically, at least 80% of the fund's portfolio will be held in equity securities.

Market snapshot

Symbol
LISOX
Price
$15.14
Day change
+1.47%
Market cap
$1.6B
P/E ratio
41.80x
52-week range
12.67-16.86
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century One Choice 2035 Portfolio Investor Class (ARYIX)
  • Fidelity Select Portfolios - Energy Portfolio (FSENX)
  • Transamerica Capital Growth A (IALAX)
  • Royce Pennsylvania Mutual Fd, Investment Class (PENNX)
  • Schwab Fundamental US Small Company Idx (SFSNX)
  • Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX)
  • Transamerica US Growth A (TADAX)
  • Transamerica US Growth Class I (TDEIX)

Open Lazard International Strategic Equity Ptf Open Shares (LISOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.